Opus Capital Group, LLC

Opus Capital Group, LLC (CRD# 106528) is a financial advisory firm headquartered in Cincinnati, OH. They manage $799,799,866 in 301 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    800
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $2,657,142
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, KY, MO, NY, OH

Financial Advisors at Opus Capital Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nathan A. Bishop, CFA
CRD#: 5594136
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
103
Wealthminder
score

Nathan Bishop (CRD# 5594136) is an Principal and Portfolio Manager working at Opus Capital Group, LLC in Cincinnati, OH and has 16 year of experience in the finance industry.

2
Adam T. Eagleston
CRD#: 4253142
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
96
Wealthminder
score

Adam Eagleston (CRD# 4253142) is an Investment Advisor Representative working at Opus Capital Group, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

3
Nathanael A. Stewart
CRD#: 6418585
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
91
Wealthminder
score

Nathanael Stewart (CRD# 6418585) is an Investment Advisor Representative working at Opus Capital Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

4
Leonard A. Haussler
CRD#: 4376199
One West Fourth St., Suite 415, Cincinnati, OH 45202
90
Wealthminder
score

Leonard Haussler (CRD# 4376199) is an Investment Advisor Representative working at Opus Capital Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

5
Kevin P. Whelan
CRD#: 4501631
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
90
Wealthminder
score

Kevin Whelan (CRD# 4501631) is an Investment Advisor Representative working at Opus Capital Group, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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