← Directory
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 type | Clients | AUM |
|---|---|---|
| Other | 12 | $9.9M |
| High net worth individuals | 80 | $206.7M |
| Pension and profit sharing plans | 38 | $52.8M |
| Individuals (other than high net worth individuals) | 127 | $27.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

