Opinicus
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 168344
- Registered since
- June 1, 2021
- Website
- opinicusinc.com
- 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
FINTRXOverview
Opinicus is an independent, owner-managed registered investment adviser that began SEC registration in 2021 and identifies itself as a capital allocator. It serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party managers. Its fee arrangements include assets-under-management fees alongside hourly and fixed-fee engagements. The firm is not positioned as an ESG investor and is not designated as a multi-state adviser. It lists relationships with an accountant and an insurance company among its industry affiliations. Custody is concentrated with LPL Financial LLC, which holds the bulk of the firm’s client assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities42%
- Investment Grade Corp Bonds26%
- Public Funds/Mutual Funds20%
- US Government Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Kimberly Burdette-Hord
Chief Operating OfficerCRD 6001144
Jaran Day
Chief Investment Strategist/Managing DirectorCRD 4307780
Contacts
2 of 2
Meghan Dodge
Senior AssociateCRD 8036873
Griffin Dalrymple
PrincipalCRD 5212457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$65.7M in ETFs
75%
$49M
22%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $5.1M | 84,963 | 7.72% |
Location
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
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