RIA Intel›Advisers›California›OPES CAPITAL GROUP, LLC

OPES CAPITAL GROUP, LLC

Advisory

LOS ANGELES, CA

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,923

of 5,480 advisers by AUM

Average account

$1M

across 4 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients7

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

7 clients

3 high-net-worth

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

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Advisers of similar size in CA

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

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$5M

JFD CAPITAL, LLC

$5M

PIVOT POINT CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA

$5M

-97.5% 1Y

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