Opes Mvb Capital, LLC

Overview

Opes Mvb Capital, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual & family and institutional clients. Its advisory activity centers on discretionary and non-discretionary portfolio management for individuals/small businesses and for pooled investment vehicles. The firm is not flagged as an active ESG investor, does not operate as a capital allocator, and is not identified as a multi-state adviser or pension consultant. Its operating footprint and business model suggest a boutique practice focused on customized portfolio management rather than large-scale institutional consulting.

Assets & Accounts

Investments & Alternatives