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OPUS CAPITAL MANAGEMENT
221 East 4th Street
Suite 2850
Cincinnati, Ohio 45202
Tel: 513-621-6787
About OPUS CAPITAL MANAGEMENT
OPUS CAPITAL MANAGEMENT, formally registered with the SEC as OPUS CAPITAL MANAGEMENT. The firm was established in 03/18/1996. They have over 1 offices throughout the country.
OPUS CAPITAL MANAGEMENT is a Cincinnati, Ohio based Financial Planning firm with nearly $1,057,838,984 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106528 |
| SEC# | 801-51533 |
| Assets Managed by Firm | $1,057,838,984 |
| No. of Clients | 387 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 387 | $1,057,838,984 |
| Individuals (other than high net worth individuals) | 164 | $53,760,671 |
| High net worth individuals | 213 | $664,147,514 |
| Pension and profit sharing plans | 7 | $181,833,770 |
| Charitable organizations | 2 | $145,452,286 |
| Corporations or other businesses | 1 | $12,644,743 |
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