Opus Financial Solutions LLC

RIASEC RegisteredEst. 2021
Total AUM
$151M
Discretionary
$145M
96% of AUM
Avg account
$299K
Accounts
504
Employees
4
Advisory reps
3

Firm details

Headquarters
Downers Grove, Illinois
CRD number
282311
Registered since
July 23, 2021
Website
www.opusfinancialsolutions.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.3%
  • Individuals15.05%
  • Other0.66%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Opus Financial Solutions LLC is an independent registered investment adviser organized as an LLC and first SEC-registered in 2021. The firm is owner-operated and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes AUM-based fees with hourly and fixed-fee engagements, and it does not position itself as a capital allocator or an ESG specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 11%, State & Local Bonds 1%, Cash & Cash Equivalents 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities11%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Matthew Smith

    Matthew Smith

    Financial AdvisorCRD 7254763

  • Lisa Bayer

    Lisa Bayer

    PrincipalCRD 1448970

  • Matthew Kunst

    Matthew Kunst

    Wealth ManagerCRD 3163686

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Downers Grove, IL

Du Page

Location

Downers Grove, IL

Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1121 Warren Ave
Time zone
CT (UTC-6)
Office locations

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