OPINICUS CAPITAL, INC.

← Back to list

UUIDf93d5e20-a0bc-59f2-b9cf-ceb591faeafd

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	168344	168344	—	1.0
cik	0002009743	2009743	—	—
sec_file_number	801-121369	801-121369	—	—

Profile

Websitehttps://www.linkedin.com/company/opinicus-wealth-management

HQ CityTAMPA

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

OPINICUS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)256,037,883.0
RAUM (discretionary)250,724,181.0
Actionable assets230,709,490.0
Accounts610.0

Institutional Clients

Government AUM—
Pension AUM38,293,444.0
Charitable AUM—
HNW AUM185,273,449.0

As of 2025-03-15 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Burdette-Hord, Kimberly, Dawn	CHIEF OPERATIONS OFFICER/CHIEF RETIREMENT PLANS OFFICER	OFFICER	—	{"filing_id": "2011926", "owner_id": "6001144", "source": "adv_part1", "table": "Schedule_A_B"}
DALRYMPLE, GRIFFIN, MILLARD	CHIEF OF STRATEGY/PRINCIPAL/CCO	OFFICER	—	{"filing_id": "2011926", "owner_id": "5212457", "source": "adv_part1", "table": "Schedule_A_B"}
DAY, JARAN, CAMPBELL	CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2011926", "owner_id": "4307780", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Burdette-Hord, Kimberly, Dawn

CHIEF OPERATIONS OFFICER/CHIEF RETIREMENT PLANS OFFICER

OFFICER

—

{"filing_id": "2011926", "owner_id": "6001144", "source": "adv_part1", "table": "Schedule_A_B"}

DALRYMPLE, GRIFFIN, MILLARD

CHIEF OF STRATEGY/PRINCIPAL/CCO

OFFICER

—

{"filing_id": "2011926", "owner_id": "5212457", "source": "adv_part1", "table": "Schedule_A_B"}

DAY, JARAN, CAMPBELL

CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR

OFFICER

—

{"filing_id": "2011926", "owner_id": "4307780", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/02/2025 11:17:37 AM",
  "filing_id": "2011926",
  "reg_type": "IA"
}
```