OPES CAPITAL GROUP, LLC

Overview

Opes Capital Group, LLC is a small, individually owned advisory firm organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client base made up of individuals and families. Its disclosures indicate it does not identify as an active ESG investor and does not market itself as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives