OPAL CAPITAL LLC

5200 Town Center Circle
Suite 305
Boca Raton, Florida 33486
Tel: 917-716-6257

About OPAL CAPITAL LLC

OPAL CAPITAL LLC, formally registered with the SEC as OPAL CAPITAL LLC. The firm was established in 08/23/2022. They have over 2 offices throughout the country.

OPAL CAPITAL LLC is a Boca Raton, Florida based Financial Planning firm with nearly $76,846,079 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322755
SEC#	801-126398
Assets Managed by Firm	$76,846,079
No. of Clients	19
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (SUB-ADVISER AND MODEL PROVIDER SERVICES, FUND PORTFOLIO MANAGEMENT, OCIO SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$76,846,079
Other investment advisers	1	$15,656,861

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