Opinicus

RIASEC Registered
Total AUM
$297M
Discretionary
$292M
98% of AUM
Avg account
$223K
Accounts
1,330
Employees
7
Advisory reps
4

Firm details

Headquarters
Tampa, Florida
CRD number
168344
Registered since
June 1, 2021
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI69.57%
  • Pension & Profit Sharing Plans17.78%
  • Individuals9.33%
  • Corporations / Businesses3.32%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Opinicus is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Opinicus is SEC‑registered (registration year 2021) and is owned by an individual principal. Its fees include a percentage of AUM as well as hourly and fixed-fee arrangements, indicating flexibility in how clients are charged.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Investment Grade Corp Bonds 26%, Public Funds/Mutual Funds 20%, US Government Bonds 6%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%42%
  • Exchange Traded Equities42%
  • Investment Grade Corp Bonds26%
  • Public Funds/Mutual Funds20%
  • US Government Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$69.2M in ETFs

Passive

70%

$48.4M

Active

27%

$20.8M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM)First TrustActiveUltrashort Bond$6.2M103,6758.92%

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3014 W Palmira Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth