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, LLC provides investment advisory and financial consulting primarily to individuals and high‑net‑worth individuals. The firm offers portfolio management and guidance on selecting other advisers, building balanced portfolios that can include both traditional securities and non‑traditional instruments. The brochure describes Opes Capital as delivering initial and ongoing advisory services generally on a discretionary basis while also reporting a non‑discretionary component; it lists $9,850,000 in discretionary and $1,800,000 in non‑discretionary assets as of March 28, 2016. Investment decisions are informed by charting, fundamental, technical and cyclical analysis, with an emphasis on diversification and the use of tools such as equity index options, commodities, REITs and insurance products. Noteworthy differences from many peers include disclosed disciplinary settlements involving the firm’s principals with FINRA, including suspensions and fines, which are documented in the brochure. The firm also previously registered as a Commodity Trading Advisor and NFA member and later withdrew those registrations, reports spending a notable portion of its time on non‑advisory business activities, and states an intent to limit the number of investors it serves.

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.