RIA Intel›Advisers›Alabama›OPAL ADVISORY LLC

OPAL ADVISORY LLC

Advisory

BIRMINGHAM, AL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in AL

#132

of 158 advisers by AUM

Average account

$7M

across 9 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

GREER CAPITAL ADVISORS, LLC

$60M

WILSON FINANCIAL GROUP

$58M

BRIGHTHAVEN FINANCIAL ADVISORS, LLC

$58M

DYKEN WEALTH STRATEGIES, INC.

$58M

$57M

THE MCCUTCHEN COMPANY, INC.

$57M

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