RIA Intel›Advisers›North Carolina›OPUS FINANCIAL ADVISORS, INC.

OPUS FINANCIAL ADVISORS, INC.

Advisory

STATESVILLE, NC

Data as of May 21, 2026 · Source: SEC Form ADV

Average account
$319K
across 94 accounts
AUM per adviser
$6M
5 advisers

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
374
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients374
Team
Total Employees5
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndOctober
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

GULFSTREAM CAPITAL, LLC
$30M
AURORA STRATEGIC ADVISORS, LLC
LUMBERTON, NC
$30M
ASCENDANT CAPITAL RESEARCH, LTD.
$30M
CARY FINANCIAL PLANNING, LLC
CARY, NC
$30M
DARDA FINANCIAL SERVICES, LLC
WINSTON-SALEM, NC
$30M
EVERGREEN WEALTH SERVICES LLC
$30M

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