# Opcrest Investment Management, LLC

> Opcrest Investment Management, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 156416
- Filed as: OPCREST INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156416
- AdvisorCensus page: https://advisorcensus.com/firm/opcrest-investment-management-llc-156416

## Quick answers

**How is Opcrest Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Opcrest Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Opcrest Investment Management, LLC registered with the SEC or a state?**
Opcrest Investment Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156416.

**How much does Opcrest Investment Management, LLC manage?**
Opcrest Investment Management, LLC reports $20,556,097 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**What types of clients does Opcrest Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (5); charitable organizations (2).

**Does Opcrest Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156416

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $20,556,097
- Discretionary: $20,556,097
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $639,417 |
| High net worth individuals | 11 | $14,880,500 |
| Charitable organizations | 2 | $5,036,180 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opcrest Investment Management, LLC (CRD 156416): Form ADV filing data as of October 2026.