Unclaimed Profile

Kevin Patrick Whelan

OPUS CAPITAL GROUP, LLC·CINCINNATI, Ohio

Clean record20 years registeredOPUS CAPITAL GROUP, LLC

221 EAST 4TH STREET, CINCINNATI, OH 45202CRD# 4501631Firm CRD# 106528

Profile Verification

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

Identity

Kevin Patrick Whelan · CINCINNATI, OH

Registration

CRD #4501631 · OPUS CAPITAL GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

OPUS CAPITAL MANAGEMENT

Jan 2006 – present

OPUS CAPITAL MANAGEMENT LLC

Jan 2006 – Mar 2007

CINCINNATI, OH

Registrations & Exams

Registration record

First registered · January 26, 2006

Years registered · 20

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 Kevin Patrick Whelan offer?

Kevin Patrick Whelan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kevin Patrick Whelan's credentials?

Kevin Patrick Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Patrick Whelan located?

Kevin Patrick Whelan 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 Kevin Patrick Whelan charge for services?

Kevin Patrick Whelan'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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