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Principal and Portfolio Manager · Opus Capital Management

Nathan M. Bailey

CRD 6053524 · Named on Form ADV at one SEC-registered adviser

At a glance

Opus Capital Management, an SEC-registered wealth manager based in Cincinnati, OH with $1.5 billion in regulatory assets, lists Nathan M. Bailey on its Form ADV as Principal and Portfolio Manager.

Firms and roles

  • Opus Capital ManagementPrincipal and Portfolio ManagerWealth manager · Cincinnati, OH · $1.5B in regulatory assets

AtlasMembers

Nathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kevin P. WhelanPrincipal and Portfolio Manager, Opus Capital Management
  • Joseph P. CondrenPrincipal, Chief Operating Officer and Chief Compliance Officer, Opus Capital Management
  • Nathan A. BishopPrincipal and Portfolio Manager, Opus Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.