# Opus Financial Advisors, Inc.

> 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.

- CRD: 118742
- Filed as: OPUS FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Statesville, NC
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118742
- AdvisorCensus page: https://advisorcensus.com/firm/opus-financial-advisors-inc-statesville-nc-118742

## Quick answers

**How is Opus Financial Advisors, Inc. compensated?**
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.

**Where is Opus Financial Advisors, Inc. located?**
Opus Financial Advisors, Inc.'s principal office is in Statesville, NC, according to its Form ADV.

**Is Opus Financial Advisors, Inc. registered with the SEC or a state?**
Opus Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 118742.

**How much does Opus Financial Advisors, Inc. manage?**
Opus Financial Advisors, Inc. reports $30,000,000 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**What types of clients does Opus Financial Advisors, Inc. serve?**
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).

**Does Opus Financial Advisors, Inc. 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/118742

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $30,000,000
- Discretionary: $30,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 329 | $17,100,000 |
| High net worth individuals | 40 | $11,800,000 |
| Charitable organizations | 5 | $1,100,000 |

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

### Firm details
- Registered since: 2000 (25 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- opusfa.com
- orchestrateyourfuture.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opus Financial Advisors, Inc. (CRD 118742): Form ADV filing data as of October 2026.