Opus Capital Management

Opus Capital Management is an SEC-registered investment adviser in Cincinnati, Ohio, since 1996. The firm manages $1.5 billion in assets, $1.0 billion on a...

Opus Capital Management

Opus Capital Management is an SEC-registered investment adviser in Cincinnati, Ohio, since 1996. The firm manages $1.5 billion in assets, $1.0 billion on a discretionary basis. It has 7 employees and 3 investment advisers.

Website

opusinc.com

linkedin.com/company/opus-capital-management1

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

Cincinnati, OH, United States

Principals

Jakki L. Haussler

Founder & Chairman of the Board

Kevin P. Whelan

Principal, President & CEO

Nathan A. Bishop

Principal & CIO

Nathan M. Bailey

Principal & Portfolio Manager

Joseph P. Condren

Principal, COO & CCO

How does Opus Capital Management construct client portfolios?

The firm starts with a customized financial plan and then applies evidence-based investment principles — essentially passive, factor-aware allocation — across a globally diversified mix of equities and fixed income. Each client's risk tolerance and liquidity needs determine the final asset mix rather than a one-size-fits-all model.

Is Opus Capital Management a broker-dealer or a fiduciary?

Opus is a Securities and Exchange Commission-registered investment adviser, which means it operates under the fiduciary standard on every client relationship. The firm explicitly positions itself as independent and transparent, with no brokerage arm or proprietary products to sell.

Who holds the CFA charter at Opus Capital Management?

All four named principals — Kevin P. Whelan (President & CEO), Nathan A. Bishop (CIO), Nathan M. Bailey (Portfolio Manager), and Joseph P. Condren (COO & CCO) — hold the CFA charter. Founder Jakki L. Haussler is a licensed attorney and CPA who serves as Chairman.

Does Opus Capital Management serve institutional investors?

Yes, though its disclosed client base is broad. The firm states it selectively partners with endowments, foundations, and 401(k) plans in addition to individuals and families, operating across 28 states from its single Cincinnati headquarters.

What does employee-ownership mean for Opus Capital Management clients?

The firm is 100% owned by its employees, which removes external shareholder pressure and aligns principal compensation with client outcomes rather than asset-gathering targets. This ownership structure is unusual among registered investment advisors of comparable size and reinforces the no-proprietary-product pledge on its website.

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