Opus Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 27, 2026, reports $1.5B in regulatory assets under management, 7 employees, and 430 accounts.
Assets Under Management
$1.5B
Employees
7
Offices
--
Total Clients
430
Primary office
CINCINNATI, OH
221 EAST 4TH STREET, SUITE 2850, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.2% of total clients.
Top client categories% of clientsClients
1
HNWI
60.2%
259
2
Individuals
36.3%
156
3
Pension Plans
1.6%
7
4
Charitable
1.4%
6
5
Corporations
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 27, 2026
Discretionary67.6%
$1.0B
68% of total RAUM67.6%
Non-discretionary32.4%
$491M
32% of total RAUM32.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts430
10Y AUM Change+$653M (+75.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee61:1
10Y Employee Change-9 (-56.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.