Opus Capital Management

Opus Capital Management (CRD# 106528) is a financial advisory firm headquartered in Cincinnati, OH. They manage $894,396,432 in 373 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    894
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $2,397,846
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, NY, OH

Financial Advisors at Opus Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Nathan M. Bailey
CRD#: 6053524
221 East 4th Street, Suite 2850, Cincinnati, OH 45202

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.

2
Nathan A. Bishop, CFA
CRD#: 5594136
221 East 4th Street, Suite 2850, Cincinnati, OH 45202

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.

3
Kevin P. Whelan
CRD#: 4501631
221 East 4th Street, Suite 2850, Cincinnati, OH 45202

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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