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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Opulen Financial Group have?","answer":"Opulen Financial Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Opulen Financial Group invest in?","answer":"At the end of its last fiscal year, Opulen Financial Group’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Opulen Financial Group have a minimum investment?","answer":"Yes, Opulen Financial Group’s minimum account size for its Asset Management is $500K.","source":"FORM ADV PART 2 SEC, filed 21 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Opulen Financial Group?","answer":"Opulen Financial Group’s direct owner is Tomasz Cymer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Opulen Financial Group get paid?","answer":"Opulen Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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