Opsis Advisory Group

Overview

Opsis Advisory Group is a small, owner-operated advisory practice organized as a sole proprietorship that provides portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and reports an individual owner as the controlling party. Opsis does not identify itself as a multi-state adviser, a pension consultant, or an ESG-focused manager; it is not classified as a capital allocator in the available filings. The firm's client base is concentrated among private clients and families rather than institutional mandates. Its advisory activity is limited to discretionary portfolio management for those clients rather than broader consulting or sub-advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices