# Opulen Financial Group, LLC

> Opulen Financial Group, LLC is an SEC-registered investment advisory firm in Arlington, VA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 173963
- Filed as: OPULEN FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173963
- AdvisorCensus page: https://advisorcensus.com/firm/opulen-financial-group-llc-arlington-va-173963

## Quick answers

**How is Opulen Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Opulen Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Opulen Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated January 21, 2026 states: Hourly rate: $200 an hour (Comprehensive Financial Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Opulen Financial Group, LLC located?**
Opulen Financial Group, LLC's principal office is in Arlington, VA, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Opulen Financial Group, LLC registered with the SEC or a state?**
Opulen Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 173963.

**How much does Opulen Financial Group, LLC manage?**
Opulen Financial Group, LLC reports $171,825,919 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (98% discretionary).

**How have Opulen Financial Group, LLC's assets and staff changed since 2022?**
In the Form ADV data for Opulen Financial Group, LLC: Regulatory assets under management: $112,450,620 in the October 2022 data and $171,825,919 in the October 2026 data, up 53%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Opulen Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (54).

**Which custodians does Opulen Financial Group, LLC use?**
Opulen Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Opulen Financial Group, LLC report any disciplinary disclosures?**
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/173963

**Does Opulen Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 21, 2026 says: "OFG requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Opulen Financial Group, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $135,334,000 to $171,825,919 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 21, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> OFG requires a minimum of $500,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $200 an hour (Comprehensive Financial Plan)

> OFG charges an hourly fee of $200 per hour based on complexity and unique Client needs for a comprehensive financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $171,825,919
- Discretionary: $168,319,851
- Non-discretionary: $3,506,068

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $49,255,919 |
| High net worth individuals | 54 | $122,570,000 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, DC, LA, MA, MD, NH, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- [opulenfg.com](https://opulenfg.com)
- LinkedIn @OPULENFG
- X @OPULENFG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,450,620 | 1 | July 13, 2022 |
| October 2023 | $105,694,000 | 1 | July 31, 2023 |
| October 2024 | $114,513,000 | 1 | February 23, 2024 |
| October 2025 | $135,334,000 | 1 | May 13, 2025 |
| October 2026 | $171,825,919 | 1 | January 21, 2026 |

Regulatory assets under management: $112,450,620 in the October 2022 data and $171,825,919 in the October 2026 data, up 53%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $135,334,000 to $171,825,919 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opulen Financial Group, LLC (CRD 173963): Form ADV filing data as of October 2026.