Opes MVB Capital, LLC

Opes MVB Capital, LLC is a small independent registered investment adviser that primarily serves high‑net‑worth individuals and a limited number of business or corporate clients. The firm offers wealth advisory and portfolio allocation services, including estate and trust advisory, tax and charitable planning, real estate analysis, and operates a private investment fund that pursues a commercial lending strategy.

The firm documents client goals in individualized Investment Policy Statements and employs cyclical, fundamental, and technical analysis to implement both long‑term and short‑term strategies. Opes MVB provides portfolio management on a non‑discretionary basis — its Form ADV reports $18,400,000 of non‑discretionary assets and no discretionary AUM — and conducts quarterly account reviews with monthly custodian reporting.

Distinctive aspects noted in the brochure include the combination of managing a private commercial‑lending fund while maintaining primarily non‑discretionary client relationships, which is uncommon among peers. The principal’s outside roles as a registered representative of Merrill Lynch and a licensed insurance agent are disclosed and are managed through internal disclosures and policies to address the resulting conflicts of interest.