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

More Retirement Planning firms in Cincinnati, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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