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OPUS CAPITAL MANAGEMENT

CINCINNATI, OH · CRD 106528 · IAPD ↗ · opus.capital · 513-621-6787

$1.51BRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — OPUS CAPITAL MANAGEMENT notice-filed in CA, MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — OPUS CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($894.4M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.