Nathan
Bishop
Opus Capital Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Nathan Bishop is a chartered financial analyst operating in Cincinnati, Ohio with 8 years of industry experience. Bishop is an advisor for Opus Capital Management. Their career trajectory has included roles at Haberer Registered Investment Advisor, Inc and Opus Capital Group, LLC. Bishop is able to operate in Florida, Kentucky and Ohio. Opus Capital Management is a company operating out of Cincinnati, OH. It controls $894 million in total assets across its 373 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 373 client accounts, 53% belong to high-net-worth investors who have greater than $1 million in investable assets. Opus Capital Management performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advisory services usually are based on which services are provided. Fee types billed by Opus Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Opus Capital Management Brokerage Details
$894,396,432
8
373
$2,397,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Nathan Bishop Work History
Nathan has been registered as a financial advisor for 8 years.*
Opus Capital Group, LLC
Haberer Registered Investment Advisor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Bishop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opus Capital Management
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
