Opus Capital Management

Opus Capital Management (CRD# 106528) is a financial advisory firm headquartered in Cincinnati, OH. They manage $860,743,418 in 318 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    861
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $2,706,740
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 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.

FL, IL, KY, MO, NY, OH

Financial Advisors at Opus Capital Management
Showing 1 - 7 of 7 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 Management in Cincinnati, OH and has over 17 years of experience in the finance industry.

3
Nathanael A. Stewart
CRD#: 6418585
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
93
Wealthminder
score

Nathanael Stewart (CRD# 6418585) is an Investment Advisor Representative working at Opus Capital Management in Cincinnati, OH and has over 3 years of experience in the finance industry.

4
Nathan M. Bailey
CRD#: 6053524
221 East 4th Street, Suite 2700, Cincinnati, OH 45202
90
Wealthminder
score

Nathan Bailey (CRD# 6053524) is an Investment Advisor Representative working at Opus Capital Management in Cincinnati, OH and has 1 year of experience in the finance industry.

5
John A. Ferguson
CRD#: 2654654
55 E Monroe, Ste 3800, Chicago, IL 60603
90
Wealthminder
score

John Ferguson (CRD# 2654654) is an Investment Advisor Representative working at Opus Capital Management in Chicago, IL and has 1 year of experience in the finance industry.

6
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 Management in Cincinnati, OH and has 1 year of experience in the finance industry.

7
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 Management in Cincinnati, OH and has 1 year of experience in the finance industry.

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