← Tributary

OPINICUS

TAMPA, FL · CRD 168344 · IAPD ↗ · (813) 443-4767

$297.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — OPINICUS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
July 2024 — OPINICUS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — OPINICUS reported RAUM up 28% ($169.9M -> $216.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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