{
  "crd_number": 168344,
  "slug": "opinicus-tampa-fl-168344",
  "primary_business_name": "OPINICUS",
  "legal_name": "OPINICUS CAPITAL, INC.",
  "dbas": [
    "OPINICUS"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 297062482.0,
  "raum_discretionary": 291518500.0,
  "raum_non_discretionary": 5543982.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 27722064.0,
      "count": 127
    },
    "pension_profit_sharing": {
      "raum": 52816775.0,
      "count": 38
    },
    "high_net_worth_individuals": {
      "raum": 206655455.0,
      "count": 80
    },
    "corporations_other_businesses": {
      "raum": 9868188.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/OPINICUSINC",
    "https://linkedin.com/company/opinicus-wealth-management",
    "https://opinicusinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168344",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/opinicus-tampa-fl-168344",
  "display_name": "Opinicus",
  "summary": "Opinicus is an SEC-registered investment advisory firm in Tampa, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Opinicus (CRD 168344): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Opinicus compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Opinicus reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Opinicus located?",
      "a": "Opinicus' principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Opinicus registered with the SEC or a state?",
      "a": "Opinicus is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 168344."
    },
    {
      "q": "How much does Opinicus manage?",
      "a": "Opinicus reports $297,062,482 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (98% discretionary)."
    },
    {
      "q": "How have Opinicus' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Opinicus: Regulatory assets under management: $124,727,099 in the October 2021 data and $297,062,482 in the October 2026 data, up 138%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Opinicus serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (80); pension and profit sharing plans (but not the plan participants or government pension plans) (38)."
    },
    {
      "q": "Which custodians does Opinicus use?",
      "a": "Opinicus' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Opinicus report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168344"
    },
    {
      "q": "What changed in Opinicus' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $256,037,883 to $297,062,482 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 124727099.0,
      "total_employees": 7,
      "filing_date": "2021-08-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158646913.0,
      "total_employees": 6,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169856944.0,
      "total_employees": 6,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 216633426.0,
      "total_employees": 6,
      "filing_date": "2024-06-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 256037883.0,
      "total_employees": 7,
      "filing_date": "2025-03-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 297062482.0,
      "total_employees": 7,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 5.",
        "Regulatory assets under management went from $256,037,883 to $297,062,482 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/opinicus-tampa-fl-168344.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 127,
      "fewer_than_5": false,
      "raum": 27722064.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 206655455.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 52816775.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 9868188.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168344",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}