Opus Financial Solutions LLC
● SEC registered since 2021CRD 282311SEC# 801-121841Downers Grove, IL
Reg. AUM
$150.8M
Employees
4
Accounts
504
Location
Downers Grove, IL
Opus Financial Solutions LLC assets under management
Opus Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Downers Grove, IL. The firm has been registered since 2021. It reports $150.8 million in regulatory assets under management and employs 4 people.
Opus Financial Solutions LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Louise Bayer Control | Principal/Cco | 50-75% | 2015 |
| Matthew Michael Kunst | Principal | 25-50% | 2025 |
Frequently asked questions
How much does Opus Financial Solutions LLC manage?
Opus Financial Solutions LLC reports $150.8 million in regulatory assets under management on its Form ADV.
How many employees does Opus Financial Solutions LLC have?
Opus Financial Solutions LLC reports 4 employees.
Where is Opus Financial Solutions LLC located?
Opus Financial Solutions LLC is based in Downers Grove, IL and has been SEC-registered since 2021.
Does Opus Financial Solutions LLC disclose fund performance?
Opus Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515 |
| Phone | 331-777-5449 |
| Fax | 708-377-2425 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1934041 |
| Discloses disciplinary history | No |
Regulatory AUM
$150.8M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$150.8Mregulatory AUM
Discretionary $145MNon-discretionary $5.8M