Kevin Whelan
Opus Capital Management · Cincinnati, Ohio
Kevin Whelan is a fee-only financial advisor at Opus Capital Management in Cincinnati, Ohio, who holds the CFA credential. Opus Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Opus Capital Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.51B across 430 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, IL, IN, KY, MI, OH, TX · CRD 4501631 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.opus.capital |
| Profile |
How Kevin's firm compares
- Opus Capital Management's average account is about $3.5 million, from its Form ADV (assets managed divided by 430 accounts).
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Questions about Kevin
Is Kevin Whelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Opus Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Opus Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Whelan based?
Kevin Whelan is based in Cincinnati, Ohio.
What credentials does Kevin Whelan hold?
Kevin Whelan holds the CFA credential.
Is Kevin Whelan registered with the SEC?
Yes. Kevin Whelan is registered as an investment adviser representative in CA, FL, IL, IN, KY, MI, OH and TX (CRD 4501631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opus Capital Management manage?
Opus Capital Management reports $1.51B across 430 accounts in assets under management.
How do I contact Kevin Whelan?
Through Kevin's website, www.opus.capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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