Unclaimed Profile

Adam Thomas Eagleston

OPUS CAPITAL GROUP, LLC·CINCINNATI, Ohio

Series 7, Series 63, Series 65Clean record23 years registeredOPUS CAPITAL GROUP, LLC

221 EAST 4TH STREET, CINCINNATI, OH 45202CRD# 4253142Firm CRD# 106528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Thomas Eagleston · CINCINNATI, OH

Registration

CRD #4253142 · OPUS CAPITAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FORMIDABLE ASSET MANAGEMENT, LLC

Jan 2020 – present

OPUS CAPITAL MANAGEMENT

Nov 2015 – Aug 2019

CINCINNATI, OH

NCF FINANCIAL SERVICES, INC.

Jan 2004 – Dec 2004

CORDOVA, TN

FMT CAPITAL MANAGEMENT, INC.

May 2003 – Jan 2007

CORDOVA, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPUS CAPITAL GROUP, LLC

CRD 106528 · SEC 801-51533

AUM

$1.1B

Regulatory assets under management

Employees

387 client accounts

Services offered by OPUS CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPUS CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Thomas Eagleston offer?

Adam Thomas Eagleston specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Adam Thomas Eagleston's credentials?

Adam Thomas Eagleston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Thomas Eagleston located?

Adam Thomas Eagleston is based in CINCINNATI, Ohio, working with OPUS CAPITAL GROUP, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Adam Thomas Eagleston charge for services?

Adam Thomas Eagleston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPUS CAPITAL GROUP, LLC?

OPUS CAPITAL GROUP, LLC has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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