# Opus Financial Solutions LLC

> Opus Financial Solutions LLC is an SEC-registered investment advisory firm in Downers Grove, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 282311
- Filed as: OPUS FINANCIAL SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downers Grove, IL
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282311
- AdvisorCensus page: https://advisorcensus.com/firm/opus-financial-solutions-llc-downers-grove-il-282311

## Quick answers

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

**How much does Opus Financial Solutions LLC charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Opus Financial Solutions LLC located?**
Opus Financial Solutions LLC's principal office is in Downers Grove, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Opus Financial Solutions LLC registered with the SEC or a state?**
Opus Financial Solutions LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282311.

**How much does Opus Financial Solutions LLC manage?**
Opus Financial Solutions LLC reports $150,842,783 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (96% discretionary).

**How have Opus Financial Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Opus Financial Solutions LLC: Regulatory assets under management: $110,179,114 in the October 2021 data and $150,842,783 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Opus Financial Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (61); other (1).

**Which custodians does Opus Financial Solutions LLC use?**
Opus Financial Solutions 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 Opus Financial Solutions 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/282311

**Does Opus Financial Solutions LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 8, 2026 says: "We do not impose a minimum requirement to open and maintain a managed account for advisory services." "There is no minimum to establish an account with our Firm."

**What changed in Opus Financial Solutions LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2.

## 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 June 8, 2026)

- Account minimum: None

> We do not impose a minimum requirement to open and maintain a managed account for advisory services.

> There is no minimum to establish an account with our Firm.

- Hourly rate: $350 an hour (financial planning services)

> Advisory Clients who do not meet a quarterly management Fee of $2,500 per quarter may be provided with financial planning services upon request at an hourly rate of $ 350 per hour, fixed fee, or annual retainer in addition to Management Fees.

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: $150,842,783
- Discretionary: $145,036,401
- Non-discretionary: $5,806,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $22,698,687 |
| High net worth individuals | 61 | $127,153,338 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Other | 1 | $990,758 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Boulder, CO

### Websites listed on Form ADV (Item 1.I)
- [opusfinancialsolutions.com](https://opusfinancialsolutions.com)
- LinkedIn @opus-financial-solutions-llc-not-ltd

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,179,114 | 3 | September 20, 2021 |
| October 2022 | $121,082,689 | 3 | September 23, 2022 |
| October 2023 | $125,547,082 | 3 | September 6, 2023 |
| October 2024 | $151,102,859 | 2 | June 21, 2024 |
| October 2025 | $125,250,884 | 3 | April 25, 2025 |
| October 2026 | $150,842,783 | 2 | September 8, 2026 |

Regulatory assets under management: $110,179,114 in the October 2021 data and $150,842,783 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.

### April 2026
- Regulatory assets under management went from $125,250,884 to $150,842,783 (+20%).

### January 2026
- No longer registered or notice-filed in IN, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Opus Financial Solutions LLC (CRD 282311): Form ADV filing data as of October 2026.