DOWNERS GROVE, ILCRD 282311Latest ADV March 16, 2026
Opus Financial Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Downers Grove, IL. Its latest Form ADV filing, dated March 16, 2026, reports $151M in regulatory assets under management, 4 employees, 2 offices, and 504 accounts.
Assets Under Management
$151M
Employees
4
Offices
2 offices
Total Clients
137
Primary office
DOWNERS GROVE, IL
1121 WARREN AVENUE, SUITE 230, DOWNERS GROVE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
75
2
HNWI
44.5%
61
3
UNION ACCT
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 16, 2026
Discretionary96.2%
$145M
96% of total RAUM96.2%
Non-discretionary3.8%
$6M
4% of total RAUM3.8%
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$151M
Total Accounts504
10Y AUM Change+$41M (+36.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)
* 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.