Opinicus is an SEC registered investment adviser with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 3, 2026, reports $297M in regulatory assets under management, 7 employees, and 1,330 accounts.
Assets Under Management
$297M
Employees
7
Offices
--
Total Clients
257
Primary office
TAMPA, FL
3014 WEST PALMIRA AVE, STE. 201, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
127
2
HNWI
31.1%
80
3
Pension Plans
14.8%
38
4
Corporations
4.7%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 3, 2026
Discretionary98.1%
$292M
98% of total RAUM98.1%
Non-discretionary1.9%
$6M
2% of total RAUM1.9%
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.
Total AUM$297M
Total Accounts1,330
10Y AUM Change+$172M (+138.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.