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Opus Financial Advisors, Inc.

Opus Financial Advisors, Inc.. CRD 118742

Opus Financial Advisors, Inc. logo

CRD: 118742

Opus Financial Advisors, Inc.

Statesville, NC, 28677
7048727671
www.opusfa.com
$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
5 Employees
748 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Assetmark · LPL Financial · Wells Fargo
Clients
Retail and Institutional
Platforms
Element vital
Established Date
12-31-2000
Office Locations
1

Office Locations

126 East Water ST Statesville NC

About Opus Financial Advisors, Inc.

Opus Financial Advisors is an independent North Carolina advisory firm (Statesville and Chapel Hill) serving individuals and families with holistic financial planning and portfolio guidance across investing, insurance, estate planning, and wealth preservation. The firm emphasizes risk tolerance and ongoing client education. Public filings indicate portfolios are primarily ETF-based with complementary fixed income, custodied at Pershing.

Team overview

46 AVG AGE
$6.0M AVG AUM / ADVISOR
$40.1K AVG AUM / CLIENT
10.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Pioneer radial Quantum peak

Custodian

Catalyst Vital pathway Element Focus pioneer Ridge vector

Investment Themes

Vector Summit Vertex Meridian wave

Investment Vehicles

Summit Beacon Ridge

Platform

Pioneer Vertex horizon

Services

North vector Momentum Focus Eagle Bridge Wave bridge Prime Catalyst meridian Wave Signal

Technology

Fusion zenith

Owner & Executives

JAMES TERRY STAPLES

JAMES TERRY STAPLES

Chairman, Financial Advisor

CRD
#1093646
Ownership
75% or more
(806) 561-2853
ridge.bridge@matrixcapital.com
in linkedin.com/in/ember-catalyst
J

JANNA MICHELLE DEEGAN

VICE PRESIDENT

CRD
#6574277
Ownership
Less than 5%
(283) 269-5763
optima.radial@timbercapital.com
in linkedin.com/in/unison-zenith
A

Alpha crest

Ember beacon horizon

CRD
#79019
Ownership
14.9%
(682) 795-5773
radial.crest@unisoncapital.com
in linkedin.com/in/legacy-foundation

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Contacts

N

Nilsa Michelle Daniel

--

CRD
#6488437
(513) 229-3640
zenith.vital@focuscapital.com
in linkedin.com/in/signal-value
L

LISA HALL FOX

--

CRD
#7265444
(795) 652-9850
zenith.eagle@deltacapital.com
in linkedin.com/in/frontier-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $30,000,000 --
Non-Discretionary $0 --
Total $30,000,000 --

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Separately Managed Accounts

Total SMA Asset: $30,000,000

$30.0M Total SMA
Equity - Exchange:
16.7%
Corporate - Investment Grade:
9.3%
Cash:
23.2%
Corporate - Non-Investment Grade:
18.1%
Municipal Bonds:
23.8%
U.S. Government/Agency:
8.9%
Asset class Assets Assets %
Equity - Exchange $453,013,861 16.7%
Corporate - Investment Grade $252,277,180 9.3%
Cash $629,336,621 23.2%
Corporate - Non-Investment Grade $490,991,071 18.1%
Municipal Bonds $645,612,568 23.8%
U.S. Government/Agency $241,426,549 8.9%
Total $2,712,657,850 100.0%

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