Investment adviser · CRD 334159
OPOC RIA
Investment adviser filing (IA)
OPOC.US REGISTERED INVESTMENT ADVISOR
WORTHINGTON, OH, United States · Form ADV filed Dec 16, 2024
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1915014 · Dec 16, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 16, 2024. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
300 W. WILSON BRIDGE RD, STE 300WORTHINGTON, OH, 43085, United States
CRD 334159
Filing source
Form ADV 1915014 · Dec 16, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.