SourcingSourcing

OPINICUS CAPITAL, INC.

C28
CRD 168344·SEC 801-121369·TAMPA, FL
AUM
$297.1M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$891K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OPINICUS CAPITAL, INC.
CRD
168344
SEC file #
801-121369
EIN
264821578
DBA names
Opinicus

Economics

AUM
$297.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$158.6M → $297.1M▲ +87%
Client mix
Individuals Other127
Individuals High Net Worth80
Pension Profit Sharing Plans38
Corporations12

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
5 advisors → 5 advisors▬ 0%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
linkedin.com/company/opinicus-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DALRYMPLE, GRIFFIN, MILLARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DALRYMPLE, GRIFFIN, MILLARD
Burdette-Hord, Kimberly, Dawn
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
27,777
Form 5500 Compensation Trajectory 3y
202527,777
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
27,777
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002009743
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-05
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001420506-26-000801

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5756
Soi Zip Pct 200k Plus
0.3759
Soi Zip Returns 200k Plus
4,500
Soi Zip Total AGI
4,225,043
Fdic Zip Total Deposits
30,062,147,000
Fdic Zip Branch Count
385
Fdic Zip Top Banks
Bank of America, National Association
The Bank of Tampa

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial7
E*trade4
Edgar Addresses
Mailing
3014 WEST PALMIRA AVE.STE. 201TAMPA, FL 33629
Business
3014 WEST PALMIRA AVE.STE. 201TAMPA, FL 33629
Edgar EIN
264821578
Edgar Recent Filings
13F-HR2026-05-05 · 0001420506-26-000801
13F-HR2026-02-04 · 0001420506-26-000154
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Tampa, FL
Central Bank of TampaTampa, FL
Fdic Zip HHI
637.74
Fdic Zip Top Bank Share Pct
13.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,529
Returns1,940
Stub 2
AGI44,797
Returns1,210
Stub 3
AGI66,682
Returns1,080
Soi Zip Total Business Income
82,600
Soi Zip Total Cap Gains
845,118
Soi Zip Total Dividends
179,573
Soi Zip Total Returns
11,970
Top Owner CRD
5212457
Trust Company Affiliate
No

People (4)

4
DALRYMPLE, GRIFFIN, MILLARD
IAR · Direct Owner · 87.5%
5212457
Burdette-Hord, Kimberly, Dawn
IAR · Direct Owner · 17.5%
6001144
DAY, JARAN, CAMPBELL
IAR · Direct Owner · 17.5%
4307780
Meghan Rose Dodge
IAR
8036873