Opus Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$906,876,161
Clients
415
Advisors
4
of 7 employees
About
Opus Capital Management provides wealth management and pension consulting to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients such as foundations and endowments. Its wealth management service combines investment advisory and financial planning, while pension consulting is offered both as an ERISA Section 3(21) adviser and, where engaged, as a Section 3(38) discretionary fiduciary.
The firm implements an asset-allocation approach through mutual funds, exchange-traded funds, commingled vehicles and, when appropriate, individual securities and separately managed accounts, generally exercising discretion consistent with each client’s stated investment policies. Opus monitors investments daily, conducts formal portfolio reviews at least quarterly, and provides quarterly reports — including a Product Commentary, portfolio statements, performance summaries, transaction lists and invoices — with annual in-person review meetings available.
With approximately $1.5 billion in assets under management and a small advisor team, the firm has a notably high amount of AUM per advisor compared with many team firms. Opus’s regular Product Commentary and structured quarterly reporting, a stated $1,000,000 account minimum, and its ability to serve plan sponsors under both 3(21) and 3(38) arrangements are features that distinguish its profile from many peers.
Client services
Expertise
Fee options
1.00% per annum on all assets managed
Account minimum: $1,000,000
Main office
221 East 4th Street, Suite 2850
Cincinnati OH 45202
Advisors at this office
4
Most active in
California · Florida · Illinois · Indiana · Kentucky · Michigan · New York · Ohio · Texas
Also doing business as
Opus Capital Group, LLC · Opus Capital Management · Opus Capital Management Inc
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.
Quick links
Advisors at this firm
Nathan B
CFA®
Cincinnati, OH
Opus Capital Management
Nathan Bishop is a CFA® charterholder with 16 years of experience in the financial advisory industry. He has worked at Opus Capital Group, LLC since 2013 and previously spent five years with Haberer Registered Investment Advisor Inc. He is based in Cincinnati, OH. Opus Capital Management provides wealth management and pension consulting to individuals, high net worth clients, public and corporate pension and profit-sharing plans, as well as institutional clients such as foundations and endowments. The firm employs an asset-allocation approach using mutual funds, ETFs, commingled vehicles, and individual securities, offering both discretionary and non-discretionary fiduciary services.
Nathan B
CFP®, CFA®
Cincinnati, OH
Opus Capital Management
Nathan Bailey is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Opus Capital Management since 2013. He is based in Cincinnati, OH, and works as part of a three-advisor team. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach with active portfolio management, offering both ERISA Section 3(21) and 3(38) pension consulting.
John G
CFP®
Cincinnati, OH
Opus Capital Management
John Gislason is a CFP® professional with Opus Capital Management in Cincinnati, OH. He has been with Opus Capital Group since 2024, following ten years as a student. Opus Capital Management provides wealth management and pension consulting services to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients including foundations and endowments. The firm uses an asset-allocation approach across various investment vehicles and offers both discretionary and non-discretionary fiduciary services.
Kevin W
CFA®
Cincinnati, OH
Opus Capital Management
Kevin Whelan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Opus Capital Management since 1998. Opus Capital Management provides wealth management and pension consulting services to individuals, public and corporate pension plans, charitable institutions, foundations, and corporations. The firm uses an asset-allocation approach with active portfolio management and offers both ERISA Section 3(21) and 3(38) pension consulting.
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