# OPUS FINANCIAL ADVISORS, INC.

OPUS FINANCIAL ADVISORS, INC. is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser

## Regulatory record

- **CRD number:** 118742
- **Registration status:** Registered with state securities authorities; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-05-21

## About

OPUS FINANCIAL ADVISORS, INC. was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in NC. In Form ADV filed on 2026-05-21, it reported 5 employees; 94 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.

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Updated: 2026-10-24T12:25:10.935273+00:00

Canonical page: https://altss.com/profile/opus-financial-advisors-inc

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