{
  "crd_number": 118742,
  "slug": "opus-financial-advisors-inc-statesville-nc-118742",
  "primary_business_name": "OPUS FINANCIAL ADVISORS, INC.",
  "legal_name": "OPUS FINANCIAL ADVISORS, INC.",
  "dbas": [],
  "city": "Statesville",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2000-12-31",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 30000000.0,
  "raum_discretionary": 30000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1100000.0,
      "count": 5
    },
    "individuals": {
      "raum": 17100000.0,
      "count": 329
    },
    "high_net_worth_individuals": {
      "raum": 11800000.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://opusfa.com",
    "https://orchestrateyourfuture.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118742",
  "city_as_filed": "STATESVILLE",
  "url": "https://advisorcensus.com/firm/opus-financial-advisors-inc-statesville-nc-118742",
  "display_name": "Opus Financial Advisors, Inc.",
  "summary": "Opus Financial Advisors, Inc. is a state-registered investment advisory firm in Statesville, NC, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Opus Financial Advisors, Inc. (CRD 118742): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Opus Financial Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Opus Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Opus Financial Advisors, Inc. located?",
      "a": "Opus Financial Advisors, Inc.'s principal office is in Statesville, NC, according to its Form ADV."
    },
    {
      "q": "Is Opus Financial Advisors, Inc. registered with the SEC or a state?",
      "a": "Opus Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 118742."
    },
    {
      "q": "How much does Opus Financial Advisors, Inc. manage?",
      "a": "Opus Financial Advisors, Inc. reports $30,000,000 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Opus Financial Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (329); high net worth individuals (40); charitable organizations (5)."
    },
    {
      "q": "Does Opus Financial Advisors, Inc. report any disciplinary disclosures?",
      "a": "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/118742"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/opus-financial-advisors-inc-statesville-nc-118742.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 329,
      "fewer_than_5": false,
      "raum": 17100000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 11800000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1100000.0
    }
  ],
  "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/118742",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}