Opes Mvb Capital, LLC
RIAState Registered
Total AUM
$18.4M
Discretionary
$0
0% of AUM
Avg account
$613K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325623
- Website
- opesmvb.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.52%
- Individuals0.39%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opes Mvb Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, with a business focus on portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and reports that it is not a capital allocator. The adviser does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents33%
- Exchange Traded Equities26%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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