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OPINICUS
OPINICUS CAPITAL, INC.
CRD 168344 · SEC 801-121369
3014 WEST PALMIRA AVE, STE. 201, TAMPA, FL, 33629, United States
Phone
(813) 443-4767
Fax
(813) 443-4768
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.1M
Discretionary AUM
$291.5M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES
Org form
Other (specify)
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $27.7M |
| High net worth individuals | 80 | $206.7M |
| Pension/profit sharing plans | 38 | $52.8M |
| Corporations/business entities | 12 | $9.9M |
States served
LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD