OPUS CAPITAL MANAGEMENT
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 106528
- Registered since
- March 18, 1996
- Website
- www.opus.capital
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.51%
- Pension & Profit Sharing Plans23.61%
- Charitable Organizations15.4%
- Individuals3.4%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Opus Capital Management is an independent registered investment adviser organized as an LLC and SEC-registered since 1996. The firm acts as a capital allocator for both private clients and institutional accounts, charging fees based on a percentage of assets under management. Its client services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. FINTRX flags Opus as not being an active ESG investor and not operating as a multistate 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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds37%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2JOSEPH CONDREN
Principal, CCO, COOCRD 4252011
KEVIN WHELAN
President, CEOCRD 4501631
Contacts
2 of 2NATHAN BISHOP
Principal and Portfolio ManagerCRD 5594136
NATHAN BAILEY
Principal and Portfolio ManagerCRD 6053524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$884M in ETFs
65%
$576M
27%
$307M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $154M | 257,282 | 17.40% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 221 E 4th St
- Time zone
- ET (UTC-5)
- Office locations
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