Opinicus

RIASEC Registered

Total AUM

$297M

Discretionary

$292M

98% of AUM

Avg account

$223K

Accounts

1,330

Employees

7

Advisory reps

4

Firm details

Headquarters: Tampa, Florida
CRD number: 168344
Registered since: June 1, 2021
Website: opinicusinc.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.57%
Pension & Profit Sharing Plans17.78%
Individuals9.33%
Corporations / Businesses3.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Opinicus is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Opinicus is SEC‑registered (registration year 2021) and is owned by an individual principal. Its fees include a percentage of AUM as well as hourly and fixed-fee arrangements, indicating flexibility in how clients are charged.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities42%
Investment Grade Corp Bonds26%
Public Funds/Mutual Funds20%
US Government Bonds6%
Cash & Cash Equivalents4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 45

Active vs passive

$69.2M in ETFs

Passive

70%

$48.4M

Active

27%

$20.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM)	First Trust	Active	Ultrashort Bond	$6.2M	103,675	8.92%

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Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region: South
County: Hillsborough
Address: 3014 W Palmira Ave
Time zone: ET (UTC-5)
Office locations

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