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 that has been SEC-registered since 1996. Organized as an LLC, the firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of third‑party advisers, and producing periodic investment commentary or newsletters. Fees are charged as a percentage of assets under management. The firm does not identify itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$969M in ETFs
66%
$641M
28%
$329M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $178M | 254,179 | 18.38% |
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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