# Opine Financial Advisors

> Opine Financial Advisors is a state-registered investment advisory firm in Kansas City, MO, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2025.

- CRD: 128091
- Filed as: OPINE FINANCIAL ADVISORS
- Legal name: The Lyddon Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: March 10, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128091
- AdvisorCensus page: https://advisorcensus.com/firm/opine-financial-advisors-kansas-city-mo-128091

## Quick answers

**How is Opine Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Opine Financial Advisors reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Opine Financial Advisors located?**
Opine Financial Advisors' principal office is in Kansas City, MO, according to its Form ADV.

**Is Opine Financial Advisors registered with the SEC or a state?**
Opine Financial Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 128091.

**Does Opine Financial Advisors 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/128091

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- 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. Opine Financial Advisors (CRD 128091): Form ADV filing data as of October 2026.
