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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-28-2023
- Office Locations
- 1
Office Locations
About Opes MVB Capital, LLC
OPES MVB Capital, LLC is a Santa Rosa Valley, CA investment advisory firm serving retail and institutional clients. The practice focuses on portfolio construction and financial planning, including estate, tax, insurance, and business-succession planning, using ETFs, mutual funds, and fixed income alongside real estate and venture capital themes. Founder-led by managing member/CCO Matthew William Benson; custody reported with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Owner & Executives
Matthew William Benson
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4914736
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,400,000 | -- |
| Total | $18,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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