Investment adviser · CRD 106528

OPUS CAPITAL MANAGEMENT

Investment adviser filing (IA)

OPUS CAPITAL GROUP, LLC

CINCINNATI, OH, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$1.51B
Form ADV · Item 5.F
Client accounts
430
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals259$855,344,32156.5%
Retirement plans7$357,263,77723.6%
Charities6$233,081,02215.4%
Individuals156$51,531,8403.4%
Corporations & businesses2$16,275,8651.1%
Filing source

Form ADV 2079493 · Mar 27, 2026 · 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 funds

The 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: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

221 EAST 4TH STREET, SUITE 2850
CINCINNATI, OH, 45202, United States

CRD 106528

Filing source

Form ADV 2079493 · Mar 27, 2026 · 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.