OPINICUS

Overview

Opinicus is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. It acts as a capital allocator for both individual and family clients as well as institutional accounts. The firm offers a mix of advisory services centered on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers or advisers. Its billing arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Investment activity at Opinicus tilts toward publicly traded equities and exchange-traded products, but the firm also directs capital to third-party alternative managers. It does not market itself as an ESG investor and is not identified as a multi-state adviser or pension consultant. The firm lists industry relationships with accounting and insurance firms that likely support its client-service model and referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives