OPUS FINANCIAL ADVISORS, INC.

RIASEC Registered

Total AUM

$30M

Discretionary

$30M

100% of AUM

Avg account

$319K

Accounts

Employees

Advisory reps

Firm details

Headquarters: STATESVILLE, North Carolina
CRD number: 118742
Website: www.opusfa.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals57%
HNWI39.33%
Charitable Organizations3.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Opus Financial Advisors, Inc. is an independent, privately owned registered investment adviser that serves both individual and institutional clients. The firm functions as a capital allocator and combines advisory services with a mix of financial services: it operates as a registered representative of a broker-dealer and also lists real estate brokerage, insurance brokerage and accounting among its business activities. Its advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements.