Opus Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
14
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$0
About
Opus serves institutional clients and family offices, with particular emphasis on pension trusts, pension plans, corporations and ultra‑high‑net‑worth family offices. The firm provides pension consulting services including independent performance reviews, oversight of external managers and OCIOs, investment policy updates, asset‑allocation advice, manager evaluations, systematic searches for service providers and forensic examinations.
Opus operates solely as a consulting firm and does not manage client assets, take custody, or exercise investment discretion; engagements are tailored to each client’s stated needs, asset scope and desired reporting cadence. The firm applies structured, theory‑driven analysis to evaluate managers, using public market benchmarks for liquid strategies and internal rate‑of‑return comparisons and industry reporting for private and alternative investments.
Distinctive features include a consulting fee model rather than percentage‑of‑AUM billing and an absence of individual portfolio management services, with work billed via fixed retainers, project fees or hourly arrangements rather than performance‑based or AUM fees. The firm focuses on alternative and illiquid investments—private partnerships, private companies and real estate—serving medium‑to‑large plans and family offices from a small, founder‑owned advisory practice.
Client services
Pension consulting
Selection of other advisers
Corporate strategy
Expertise
Wealth management
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
President $675 per hour; Consultant $475 per hour; Analysts & Managers $250 per hour
Fee-only: Fixed annual retainer ranging from $20,000 to $250,000; project fees ranging from $15,000 to $200,000; hourly fees: President $675/hour, Consultant $475/hour, Analysts & Managers $250/hour
Main office location
Opus Investment Advisors, LLC
6465 La Paloma Lane, #100
Oceanside CA 92057, United States
Number of offices
2
Most active in
Opus Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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