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OPINICUS

Legal name: OPINICUS CAPITAL, INC.

CRD 168344File 801-121369
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$297.1M
Below cohort median (national)
Discretionary AUM
$291.5M
Non-discretionary $5.5M
Clients
257
1,330 accounts
Employees
7
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
MIRO
Registration date
Jun 1, 2021
Principal office
3014 WEST PALMIRA AVE, STE. 201, TAMPA, FL, 33629
Phone
(813) 443-4767

Assets & accounts

ADV Item 5F
Total regulatory AUM
$297.1M
Discretionary AUM
$291.5M
Non-discretionary AUM
$5.5M
Discretionary accounts
1,324
Non-discretionary accounts
6
Total accounts
1,330
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other12$9.9M
High net worth individuals80$206.7M
Pension and profit sharing plans38$52.8M
Individuals (other than high net worth individuals)127$27.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described)SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.