A complete list of active advisors currently associated with Opes Capital Group, LLC
Warmer can help you find a great advisor at Opes Capital Group, LLC or one who fits your needs even better.
Opes Capital Group provides investment advisory and financial consulting primarily to individuals and high‑net‑worth clients, tailoring services under account agreements and generally building balanced portfolios that include traditional equities and bonds as well as non‑traditional instruments such as equity index options, commodities, real‑estate investment trusts and insurance products. The firm states it also assists certain clients in selecting third‑party advisers and sets a minimum initial account size of $100,000, with offering terms and investor eligibility set out in constituent documents. The firm describes an investment process that emphasizes diversification and uses multiple methods of analysis — including charting, fundamental, technical and cyclical analysis — and it routinely exercises broad discretionary authority to select securities and implement strategies on behalf of clients. Opes Capital reviews accounts on a weekly basis, provides unaudited performance reports quarterly, and documents that its services are tailored to client objectives while acknowledging the use of derivatives, options and other higher‑risk instruments. Opes Capital is notable among small independent advisers for several atypical disclosures: the brochure details FINRA acceptance, waiver and consent proceedings involving the firm’s principals, registration as a Commodity Trading Advisor with the CFTC followed by a formal withdrawal, and a statement that the firm spends roughly 40–50% of its time on businesses other than advisory services. The firm also indicates it intends to limit the number of investors and generally serves accredited investors, and it lists two managing directors rather than operating as a solo practitioner.
To learn more about the advisors currently working at Opes Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beverly Hills, CA
| 27
|
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