$1.5B Total AUM
$1.0B Disc. AUM
19.8% 3Y CAGR
7 Employees
430 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector bridgeLegacy foundation +more
- Established Date
- 03-18-1996
- Office Locations
- 2
Office Locations
221 East 4TH Street Suite 2850 Cincinnati OH
-- -- NY
About Opus Capital Management
Opus Capital Management is a Cincinnati-based RIA with 2 offices. The firm has been operating for 30 years. Managing $1.5B in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
43 AVG AGE
$504.5M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
12.4 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
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Client Personas
Atlas glacier Zenith Ridge
CRM
Zenith Unison quantum
Custodian
Vital quantum Fusion
Investment Themes
Catalyst element
Investment Vehicles
Eagle
Platform
Crest atlas
Services
Matrix Legacy Eagle eagle Alpha
Technology
Ridge beacon Peak Vector Unison wave Foundation Alpha
Owner & Executives
NATHAN MICHAEL BAILEY
Advisor, PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #6053524
- Ownership
- Less than 5%
(520) 269-4952
crest.value@oakcapital.com
in linkedin.com/in/fusion-crest
NATHAN ANDREW BISHOP
PORTFOLIO MANAGER, Principal
- CRD
- #5594136
- Ownership
- Less than 5%
(484) 886-5850
frontier.frontier@northcapital.com
in linkedin.com/in/ember-ridge
A
Alpha vital
Harbor focus
- CRD
- #41084
- Ownership
- 17.2%
(815) 755-7744
meridian.eagle@elementcapital.com
in linkedin.com/in/frontier-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
J
Jake Arjang
Co-Chief Portfolio Manager and Chief Operating Officer
- CRD
- --
(877) 669-4741
focus.timber@fusioncapital.com
in linkedin.com/in/frontier-legacy
J
John Thomas Gislason
--
- CRD
- #8275951
(602) 632-6675
matrix.optima@alphacapital.com
in linkedin.com/in/glacier-north
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,022,676,691 | $2,411,973 |
| Non-Discretionary | $490,820,134 | $81,803,356 |
| Total | $1,513,496,825 | $3,519,760 |
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Separately Managed Accounts
Total SMA Asset: $1,513,496,825
Equity - Exchange:
44.3% Public Funds:
27.5% Cash:
15.8% U.S. Government/Agency:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,105,606,965 | 44.3% |
| Public Funds | $1,307,092,360 | 27.5% |
| Cash | $750,983,974 | 15.8% |
| U.S. Government/Agency | $589,379,827 | 12.4% |
| Total | $4,753,063,126 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER FOUNDATION | TIMBER ATLAS | WD5ZTM5EO | VYVGG | 10.19% | $12,253,800 |
| ELEMENT HARBOR | PRIME MOMENTUM | G0NED3CG8 | NOPT | 9.79% | $49,471,149 |
| TIMBER OPTIMA INSIGHT | TIMBER VALUE | 3F59DFTCD | MHERB | 2.33% | $32,519,125 |
| EMBER DELTA | PIONEER VECTOR | B37374J5X | GELAP | 8.07% | $23,069,667 |
| PATHWAY INSIGHT | EAGLE CREST | AKPVP98L1 | ZXR | 6.49% | $23,522,992 |
| TIMBER QUANTUM RIDGE | PRIME SUMMIT | UH0IMB3HO | WKSM | 7.53% | $32,681,613 |
| HARBOR HARBOR RADIAL | NORTH FUSION | MB1VGDRYP | BXYZ | 3.33% | $58,165,788 |
| BRIDGE VITAL | RIDGE VITAL | O8V71BH1A | GIEIR | 11.76% | $102,755,963 |