Opinicus

Opinicus Capital, Inc. d/b/a Opinicus, established in 2009, is a financial planning and investment management firm based in Tampa, FL. The firm specializes in providing financial planning, investment management, and retirement plan management services to entrepreneurs and high net worth families. Opinicus offers services such as hourly financial planning, comprehensive financial planning, and Wealth Advancement Consulting Program for clients with a minimum of $3M in portfolio assets. The firm's investment strategies include long-term trading, short-term trading, short sales, put and call purchases, and options trading. Opinicus acts as a fiduciary and does not accept performance-based fees. Clients have the option to grant Opinicus investment discretion over their accounts. The firm charges fixed fees for financial planning services starting at $2,500 and investment management fees based on assets under management. Opinicus does not participate in wrap fee programs and recommends LPL Financial as a custodian. The firm has not experienced any disciplinary actions, bankruptcy petitions, or financial conditions that could impair its ability to meet client commitments. Opinicus does not accept soft dollar benefits and has a Code of Ethics in place to ensure client interests are prioritized. Opinicus does not accept compensation for the sale of securities and does not have directed brokerage arrangements. Clients receive regular account reviews and reports, and Opinicus does not take custody of client assets. The firm does not vote on client securities and does not solicit prepayment exceeding $1,200 per client. Opinicus maintains financial stability and transparency to continue serving clients effectively.