Nathan Bailey
Opus Capital Management · Cincinnati, Ohio
Nathan Bailey is a fee-only financial advisor at Opus Capital Management in Cincinnati, Ohio, who holds the CFP and CFA credentials. 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 | CFP · CFA |
| SEC registration | Investment adviser representative in CA, FL, IL, IN, KY, MI, NY, OH, TX · CRD 6053524 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.opus.capital |
How Nathan'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 Nathan
Is Nathan Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?
Nathan's firm, Opus Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nathan Bailey based?
Nathan Bailey is based in Cincinnati, Ohio.
What credentials does Nathan Bailey hold?
Nathan Bailey holds the CFP and CFA credentials.
Is Nathan Bailey registered with the SEC?
Yes. Nathan Bailey is registered as an investment adviser representative in CA, FL, IL, IN, KY, MI, NY, OH and TX (CRD 6053524), 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 Nathan Bailey?
Through Nathan'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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