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OPUS FINANCIAL ADVISORS, INC.
CRD 118742
126 E. WATER STREET, STATESVILLE, NC, 28677-5228, United States
Phone
704-872-7671
Fax
704-872-7675
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
5 total employees; 5 advisory reps; 374 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; PLANNING FEES
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $17.1M |
| High net worth individuals | 40 | $11.8M |
| Charitable organizations | 5 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD