OPG Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OPG Asset Management serves individuals, high‑net‑worth clients, retirement plan sponsors, trusts, and business entities with a mix of investment advisory services. Services described in the brochure include discretionary and non‑discretionary asset management, retirement‑plan consulting, donor‑advised fund assistance, and standalone financial planning and consulting.
The firm says it builds and uses portfolio models (both internally created and via third‑party platforms) and conducts research using qualitative, quantitative, technical, and sector analyses to implement asset‑allocation, ETF, structured‑product, and alternative strategies. OPG also emphasizes tax‑management and portfolio transition tools, and discloses potential use of 351 Exchange Vehicles and third‑party model managers and alternative‑investment portals (e.g., CAIS and iCapital) where appropriate.
Compared with peers in this registration category, OPG’s brochure highlights some uncommon features: it offers financial planning at no additional charge and explicitly advises on the selection of other advisers and model portfolios for clients. The firm also notes that it does not act as a private‑fund adviser, but expects to access private and alternative investments through third‑party platforms while using Schwab for custody and potential corporate trustee services.
Client services
Expertise
Fee options
Up to $100,000 annual flat fee for Retirement Plan Consulting services if client has $2,500,000 or more assets under management.
$0 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Commission-based compensation may be earned from insurance product sales, separate from advisory fees. No commissions currently but possible in future.
Main office
Bethesda MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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