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Building 2OPUS CAPITAL MANAGEMENT

Map pinCINCINNATI, OH
Phone513-621-6787
NotebookSEC #801-51533
Total AUM
$1.5B
Employees
7
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 EAST 4TH STREET
SUITE 2850
CINCINNATI
OH 45202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-621-6787

ReceiptFinancials

Total AUM
$1.5B
Accounts
430
Discretionary
$1B
Accounts
424
Non-Discretionary
$490.8M
Accounts
6

ContactClients

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Individual Clients
156
AUM
$51.5M
HNW Individual Clients
259
AUM
$855.3M
Pension/Profit Sharing Plan Clients
7
AUM
$357.3M
Charitable Organization Clients
6
AUM
$233.1M
Corporation or Business Clients
2
AUM
$16.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYMINYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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