# OPUS CAPITAL GROUP, LLC

OPUS CAPITAL GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 106528
- Type: SEC-registered investment adviser
- SEC file number: 801-51533
- Location: 221 EAST 4TH STREET, SUITE 2850, CINCINNATI, OH, 45202
- Phone: 513-621-6787
- Latest filing: 2026-03-27
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $490.8M
- Clients: 7
- Accounts: 430

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Patrick Whelan | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| Joseph Patrick Condren | PRINCIPAL, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| Nathan Andrew Bishop | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| Nathan Michael Bailey | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| EAGLESTON ADAM THOMAS | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| HAUSSLER JAKKI LYNN | CHAIRMAN; CHAIRMAN AND CEO; CHAIRMAN & CEO (+2 more) | — |
| HAUSSLER LEONARD ANTHONY | FOUNDER AND PORTFOLIO MANAGER; PRESIDENT; SHAREHOLDER | — |
| WHELAN KEVIN PATRICK | DIRECTOR; PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER (+2 more) | — |
| CONDREN JOSEPH PATRICK | ASSISTANT VICE PRESIDENT & CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| DETTER JONATHON MICHAEL | PORTFOLIO MANAGER; SHAREHOLDER; VICE PRESIDENT | — |
| BAILEY CHAD MICHAEL | ASSOCIATE WEALTH ADVISOR; PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| BISHOP NATHAN ANDREW | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |
| WAGNER DENNIS W | RESEARCH ANALYST; SHAREHOLDER | — |
| Kuhnhein Robert J | RESEARCH ANALYST; SHAREHOLDER | — |
| Meyer John G | EQUITY TRADER; SHAREHOLDER | — |
| Knapke Michael R | MARKETING AND CLIENT SERVICE ASSOCIATE; SHAREHOLDER | — |
| FERGUSON JOHN ALLEN | PRINCIPAL AND PORTFOLIO MANAGER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106528/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106528/similar
- Related entities: https://search.stillhousedata.com/firm/106528/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106528

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.