OPAL ADVISORY LLC

OPAL ADVISORY LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 306042). Regulatory assets under management: $59.5M.

Registration

• CRD: 306042
• Type: Registered investment adviser
• Location: 1914 THIRD AVE. NORTH, BIRMINGHAM, AL, 35203
• Phone: 334-425-4166
• Latest filing: 2026-03-31
• Regulatory AUM: $59.5M
• Discretionary AUM: $59.5M
• Clients: 3
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search