OPINICUS

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	603	$214.3M
Non-Discretionary	1	$2.3M
Total	604	$216.6M

Clients

Type	Number	RAUM
Individuals	74	$19.0M
HNW Individuals	70	$147.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	41	$36.6M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	14	$13.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)RETIREMENT PLANNING SERVICES
Compensation	% of AUMHourly chargesFixed feesSELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES

Identifiers

SEC RIA File Number	801-121369
SEC ERA File Number	801-121369
SEC CIK Numbers	2009743
SEC CRD Numbers	168344
Legal Entity Identifier	None

Principal Office

3014 WEST PALMIRA AVE.
STE. 201
TAMPA
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic