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| Opinicus Capital Inc
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| CRD # | 168344 |
| SEC # | 801-121369 |
| CIK # | 0002009743 |
| AUM | $256.0 M (2025-03-15) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 813-443-4767 |
| Address | 3014 West Palmira Ave Tampa, FL 33629 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009743 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.1 | ||
| Microsoft Corp | 7.8 | ||
| Nvidia Corp | 7.3 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.2 | ||
| Amazon Com Inc | 4.1 | ||
| Lilly Eli & Co | 2.8 | ||
| Facebook Inc | 2.3 | ||
| Blackstone Group LP | 2.1 | ||
| United Technologies Corp /DE/ | 2.0 | ||
| Toll Brothers Inc | 2.0 | ||
| AbbVie Inc | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| Deere & Co | 1.8 | ||
| Alphabet Inc | 1.8 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| CrowdStrike Holdings Inc | 1.7 | ||
| Qualcomm Inc/DE | 1.7 | ||
| Verizon Communications Inc | 1.4 | ||
| Merck & Co Inc | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| Denali Holding Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 25.3 |
| (b) Individuals (high net worth individuals) | 73 | 185.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 38.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 610 | 256.0 |
| By Discretionary | ||
| Discretionary | 604 | 250.7 |
| Non-Discretionary | 6 | 5.3 |
| Total | 610 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 610 | 256.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009743] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IFS Advisors Inc
✚
|
FL | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Freeman Will & Niemeier Inc
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|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
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|
0.3 | |
|
Bull Street Advisors LLC
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|
GA | 0.3 |
|
Huber Weakland & Associates Inc
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|
MD | 0.3 |
|
RWQ Financial Management Services Inc
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|
0.3 | |
|
FIG Wealth LLC
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|
CA | 0.3 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |