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Opus Capital Management

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Client assets under management

$906,876,161

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Clients

415

62% high-net worth

Advisors

3

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

138

Very High

Average account size

$2,185,244

About

Opus Capital Management provides wealth management and pension consulting to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients such as foundations and endowments. Its wealth management service combines investment advisory and financial planning, while pension consulting is offered both as an ERISA Section 3(21) adviser and, where engaged, as a Section 3(38) discretionary fiduciary.

The firm implements an asset-allocation approach through mutual funds, exchange-traded funds, commingled vehicles and, when appropriate, individual securities and separately managed accounts, generally exercising discretion consistent with each client’s stated investment policies. Opus monitors investments daily, conducts formal portfolio reviews at least quarterly, and provides quarterly reports — including a Product Commentary, portfolio statements, performance summaries, transaction lists and invoices — with annual in-person review meetings available.

With approximately $1.5 billion in assets under management and a small advisor team, the firm has a notably high amount of AUM per advisor compared with many team firms. Opus’s regular Product Commentary and structured quarterly reporting, a stated $1,000,000 account minimum, and its ability to serve plan sponsors under both 3(21) and 3(38) arrangements are features that distinguish its profile from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

1.00% per annum on all assets managed

Other

Account minimum: $1,000,000

Main office location

Opus Capital Management

221 East 4 Th Street, Suite 2850

Cincinnati OH 45202, United States

Number of offices

1

Most active in

More info

California · Florida · Illinois · Indiana · Kentucky · Michigan · New York · Ohio · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 513-621-6787

Advisors at this firm

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Nathan B

CFA®

Cincinnati, OH

Opus Capital Management

Nathan Bishop is a CFA® charterholder with 15 years of industry experience. He has been with Opus Capital Group, LLC since 2013. Based in Cincinnati, OH, he is part of a three-advisor team at Opus Capital Management. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach using mutual funds, ETFs, and selectively, individual securities and separately managed accounts, with active portfolio management and regular performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Nathan B

CFP®, CFA®

Cincinnati, OH

Opus Capital Management

Nathan Bailey is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Opus Capital Management since 2013. He is based in Cincinnati, OH, and works as part of a three-advisor team. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach with active portfolio management, offering both ERISA Section 3(21) and 3(38) pension consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kevin W

CFA®

Cincinnati, OH

Opus Capital Management

Kevin Whelan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Opus Capital Management since 1998. Opus Capital Management provides wealth management and pension consulting services to individuals, public and corporate pension plans, charitable institutions, foundations, and corporations. The firm uses an asset-allocation approach with active portfolio management and offers both ERISA Section 3(21) and 3(38) pension consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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