O
CRD: 114240
Opsis Advisory Group
Austin, TX
5123519113
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1994
- Office Locations
- 1
Office Locations
-- Austin TX
About Opsis Advisory Group
Opsis Advisory Group is a Austin-based RIA. The firm has been operating for 32 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Estate Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
32.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
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Investment Vehicles
Crest unison
Services
Pioneer Pathway harbor Prime Vector harbor
Owner & Executives
N
NEDRA LOW
--
- CRD
- --
- Ownership
- 75% or more
(740) 282-6799
frontier.bridge@crestcapital.com
in linkedin.com/in/harbor-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,678,982 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,678,982 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,678,982
Private Funds:
20.0% Equity - Exchange:
23.7% Cash:
56.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $608,027,659 | 20.0% |
| Equity - Exchange | $720,512,776 | 23.7% |
| Cash | $1,711,597,860 | 56.3% |
| Total | $3,040,138,295 | 100.0% |