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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Capital delta
- Established Date
- 11-22-2013
- Office Locations
- 1
Office Locations
About Opinicus
Opinicus is a Tampa-based fiduciary firm serving successful entrepreneurs, affluent multi-generational families, and retirees seeking an all-in-one advisory partner. The team delivers strategic financial planning, discretionary investment management, tax and accounting integration, risk management, business consulting, and qualified plan/401(k) design. Portfolios often use ETFs and high-quality fixed income, with custody through LPL Financial. The firm has grown without advertising, emphasizing white-glove, multi-family office-style service.
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CRM
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Owner & Executives
GRIFFIN MILLARD DALRYMPLE
Chief Compliance Officer, PRINCIPAL
- CRD
- #5212457
- Ownership
- 75% or more
Kimberly Dawn Burdette-Hord
Chief Operating Officer, Chief Operations Officer
- CRD
- #6001144
- Ownership
- 10% but less than 25%
Pioneer ridge
Oak pioneer
- CRD
- #53328
- Ownership
- 16.5%
Showing 2 of 3 owners & executives
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Meghan Rose Dodge
--
- CRD
- #8036873
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,518,500 | $220,180 |
| Non-Discretionary | $5,543,982 | $923,997 |
| Total | $297,062,482 | $223,355 |
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Separately Managed Accounts
Total SMA Asset: $297,062,482
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $115,569,680 | 4.1% |
| Corporate - Investment Grade | $642,680,169 | 22.8% |
| Public Funds | $608,854,897 | 21.6% |
| U.S. Government/Agency | $228,320,586 | 8.1% |
| Cash | $566,573,307 | 20.1% |
| Corporate - Non-Investment Grade | $228,320,586 | 8.1% |
| Municipal Bonds | $428,453,446 | 15.2% |
| Total | $2,818,772,671 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE PATHWAY | VITAL BRIDGE | 8VAR71TC9 | LLTVU | 2.94% | $44,907,825 |
| OPTIMA HARBOR CAPITAL | PATHWAY PATHWAY | KKSUHFQP3 | SBX | 4.77% | $102,313,893 |
| UNISON INSIGHT | RADIAL GLACIER | RT83OJEK1 | RVJY | 5.82% | $59,371,388 |
| INSIGHT EAGLE | OAK VALUE | JXD4ZM20R | BNP | 8.79% | $1,128,307 |
| HORIZON CATALYST DELTA | HARBOR OAK | MXMXJV3MB | VRM | 4.58% | $86,030,458 |
| EAGLE ALPHA ALPHA | MATRIX PRIME | CLL8V68J8 | UFR | 3.43% | $91,137,004 |
| OPTIMA FRONTIER | ALPHA NORTH | 3QDFYEKIE | WFQ | 10.02% | $70,751,758 |
| OPTIMA ZENITH MATRIX | RIDGE PATHWAY | ZKXO39M8M | LRI | 3.58% | $80,616,838 |