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Opinicus Capital, Inc.

● SEC registered since 2021CRD 168344SEC# 801-121369Tampa, FL
Export (members)
Reg. AUM
$256M
Employees
7
Accounts
610
Location
Tampa, FL

Opinicus Capital, Inc. assets under management

Opinicus Capital, Inc. is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2021. It reports $256 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/opinicus-wealth-managementView on SEC.gov ↗

Opinicus Capital, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Griffin Millard Dalrymple ControlChief Of Strategy/Principal/CcoOver 75%2009
Jaran Campbell Day ControlChief Investment Officer/Managing Director10-25%2015
Kimberly Dawn Burdette-Hord ControlChief Operations Officer/Chief Retirement Plans Officer10-25%2018

Frequently asked questions

How much does Opinicus Capital, Inc. manage?

Opinicus Capital, Inc. reports $256 million in regulatory assets under management on its Form ADV.

How many employees does Opinicus Capital, Inc. have?

Opinicus Capital, Inc. reports 7 employees.

Where is Opinicus Capital, Inc. located?

Opinicus Capital, Inc. is based in Tampa, FL and has been SEC-registered since 2021.

Does Opinicus Capital, Inc. disclose fund performance?

Opinicus Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3014 West Palmira Ave., Ste. 201, Tampa, FL 33629
Phone(813) 443-4767
Fax(813) 443-4768
Office hours8:30 a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2009743
Discloses disciplinary historyNo

Assets under management

Discretionary$250.7M
Non-discretionary$5.3M
Total (RAUM)$256M