Data / Investment advisers / Illinois / Opus Financial Solutions LLC
Opus Financial Solutions LLC, Downers Grove, IL: $151 million AUM, SEC registered investment adviser
Opus Financial Solutions LLC is an SEC registered investment adviser with its main office in Downers Grove, Illinois and reports $151 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 282311
- SEC file number
- 801-121841
- SEC status
- Approved, effective July 23, 2021
- Main office
- 1121 Warren Avenue, Suite 230, Downers Grove, IL 60515
- Phone
- (331) 777-5449
- Regulatory AUM
- $150,842,783 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $145,036,401
- Non discretionary AUM
- $5,806,382
- Accounts
- 504
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $127.2 million |
| Individuals (other than high net worth individuals) | 75 | $22.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $150.8 million | March 16, 2026 |
| December 1, 2025 | $125.3 million | September 12, 2025 |
Other advisers in Downers Grove
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Invesco Investment Advisers LLC | Downers Grove | $4.37 billion | Not listed | adviserinfo.sec.gov |
| Capstone Financial Advisors Inc | Downers Grove | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Feldman, Ingardona & Co | Downers Grove | $1.99 billion | Not listed | adviserinfo.sec.gov |
| Vertex Partners | Downers Grove | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Bentley Financial Group | Downers Grove | $392.8 million | Not listed | adviserinfo.sec.gov |
| Clement Street Capital LLC | Downers Grove | $141 million | Not listed | adviserinfo.sec.gov |
| Arbor Financial Services, LLC | Downers Grove | $122.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Downers Grove, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Opus Financial Solutions LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.