RIA Intel›Advisers›Delaware›OPPORTUNITY INVESTMENT GROUP, LLC

OPPORTUNITY INVESTMENT GROUP, LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$609K

across 101 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

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

60 clients

17 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 DE

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

CONTINUUM GLOBAL ASSET MANAGEMENT, LLC

$62M

-41.6% 1Y

MFA WEALTH INC.

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EMERSON PARTNERS, LLC

$61M

FAIR HAVEN CAPITAL LLC

$61M

MPA CAPITAL MANAGEMENT LLC

WILMINGTON, DE

$60M

+11.3% 1Y

OLESKY CAPITAL MANAGEMENT, LLC

$64M

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