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The fee is billed in arrears and is negotiable.","source":"FIRM BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Opus Capital Group use?","answer":"Opus Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.19B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Opus Capital Group have?","answer":"Opus Capital Group has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","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 Opus Capital Group invest in?","answer":"At the end of its last fiscal year, Opus Capital Group’s separately managed accounts held 57% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% 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":"Who owns Opus Capital Group?","answer":"Opus Capital Group is owned through a holding company by Kevin Whelan and Nathan Bishop. Its direct owner is Opus Capital Management, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Opus Capital Group get paid?","answer":"Opus Capital Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Opus Capital Group registered with the SEC?","answer":"Yes, Opus Capital Group has been registered with the SEC as an investment adviser since 18 March 1996. 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