Kevin Patrick Whelan
Investment adviser representative at Opus Capital Management
28 yearsExperience
8 statesRegistered in
CFADesignation
$1.5BFirm assets
Are you Kevin Patrick Whelan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Opus Capital Management, Inc.Dec 1998 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, IL, IN, KY, MI, OH, TX).
Opus Capital Management
Legal name: Opus Capital Group, LLC
$1.5BAssets managed
430Clients
4Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4501631
- Firm CRD
- 106528