James Phuc Hua
Investment adviser representative at Opal Advisors
17 yearsExperience
1 stateRegistered in
$174MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Bellevue Funding LLCJul 2019 to now
- Bf Management, LLCJul 2019 to now
- Opal Advisors, LLCApr 2012 to now
- Self EmployedAug 2007 to now
- Oso Management LLCJun 2023 to Jan 2024
- Emergent Capital, Inc.Jun 2017 to Apr 2021
- Sheppard Wealth ManagementMar 2017 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Opal Advisors
Legal name: Opal Advisors, LLC
$174MAssets managed
185Clients
6Advisers
1 yearIn 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
- 5950165
- Firm CRD
- 164014