SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Opinicus
Tampa, FL
Opinicus Capital, Inc., CRD 168344
Firm filing updated March 3, 2026 ·
- $297.1MAssets
- 257Clients
- 5Advisory staff
- 1,330Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals127
- High net worth individuals80
- Pension and profit sharing plans38
- Corporations or other businesses12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 127 | $27.7 million |
| High net worth individuals | 80 | $206.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 38 | $52.8 million |
| Corporations or other businesses not listed above | 12 | $9.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "RETIREMENT PLANNING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "RETIREMENT PLANNING SERVICES"
Assets and accounts
- Regulatory assets$297.1 million
- Accounts1,330
- Discretionary$291.5 million · 1,324 accounts
- Non-discretionary$5.5 million · 6 accounts
People
- Employees7
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients1 to 10
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Opinicus Capital, Inc. SEC-registered investment advisor. CRD 168344, SEC file 801-121369.
- Registered with the SEC as an investment advisor (status date on record: June 1, 2021).
Is Opinicus a fiduciary?
Short answer: Opinicus is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.