A complete list of active advisors currently associated with Opes MVB Capital, LLC

Warmer can help you find a great advisor at Opes MVB Capital, LLC or one who fits your needs even better.

Opes MVB Capital provides wealth advisory and portfolio management services primarily to high‑net‑worth individuals, offering portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm prepares a written Investment Policy Statement for each client and conducts regular portfolio monitoring, asset selection, and risk‑tolerance documentation tailored to client goals. The firm’s investment approach draws on cyclical, fundamental, and technical analysis and employs both long‑term and short‑term trading strategies while emphasizing documented risk tolerances in each client’s IPS. Opes MVB states it acts as a fiduciary, seeks fair allocation of investment opportunities among clients, and delivers monthly account reporting through the custodian. Notably, Opes MVB reports all $18.4 million of its reported assets as non‑discretionary and does not accept trading discretion, so clients retain final authority over transactions — a structure that is relatively uncommon among independent advisers. The principal’s outside roles as a registered representative and licensed insurance agent, and the firm’s use of Schwab Institutional custody and related research benefits, are disclosed as potential conflicts of interest and are addressed in the firm’s policies.

To learn more about the advisors currently working at Opes MVB Capital, 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.