CRD: 282311
Opus Financial Solutions LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2016
- Office Locations
- 3
Office Locations
About Opus Financial Solutions LLC
Opus Financial Solutions is a fee-only, fiduciary RIA providing financial planning, investment management, and tax reduction planning, including tax preparation and filing when desired. The firm builds custom portfolios aligned to each client’s goals with an emphasis on tax-efficient asset allocation, primarily using ETFs and public funds. Serves individuals and families such as business owners, entrepreneurs, and retirees, and custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
LISA LOUISE BAYER
Chief Compliance Officer, Principal
- CRD
- #1448970
- Ownership
- 50% but less than 75%
MATTHEW MICHAEL KUNST
PRINCIPAL, Wealth Manager
- CRD
- #3163686
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
MATTHEW David SMITH
--
- CRD
- #7254763
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,036,401 | $295,390 |
| Non-Discretionary | $5,806,382 | $446,645 |
| Total | $150,842,783 | $299,291 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $150,842,783
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $992,471,468 | 27.2% |
| Equity - Exchange | $711,514,471 | 19.5% |
| Cash | $1,058,149,727 | 29.0% |
| Municipal Bonds | $886,656,495 | 24.3% |
| Total | $3,648,792,161 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK SIGNAL | VERTEX CATALYST | 9MDX1RA3R | AZYNB | 7.80% | $10,205,001 |
| VERTEX GLACIER FRONTIER | PIONEER PIONEER | UHS6ROSDH | GTOZB | 2.03% | $7,918,681 |
| INSIGHT FRONTIER | FUSION VALUE | G96H56NQW | VZZB | 6.82% | $44,039,106 |
| VALUE CATALYST | PRIME FRONTIER | D0BFEWN7V | ESL | 10.53% | $119,426,460 |
| LEGACY CAPITAL GLACIER | BEACON FOCUS | IHHSEW97M | CBVEK | 3.99% | $83,874,519 |
| FRONTIER BEACON | UNISON GLACIER | 088Z5TJR1 | AAAB | 0.64% | $113,839,370 |
| MERIDIAN ALPHA LEGACY | WAVE ATLAS | CUS5RZGQ0 | ZQCP | 10.64% | $20,676,955 |
| ZENITH PEAK PIONEER | WAVE PEAK | 83XEAWCX8 | ZKUNX | 8.89% | $62,285,259 |