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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OPINICUS

OPINICUS CAPITAL, INC., CRD 168344

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e79ba1c-13d6-ac43-d7bf-87db69f345ec

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Apr 30, 2021 to Mar 3, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $297MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $292M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $74.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,330
Individual clients: 127
High net worth clients: 80
SEC number: 801-121369
CIK: 2009743
CRD: 168344
Filings on the tape: 13
First filed: Apr 30, 2021
Latest filed: Mar 3, 2026
Organised: Other (specify), FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Kimberly Dawn Burdette-Hord	Certified Financial Planner	TAMPA, FL	12	14	1	no
GRIFFIN MILLARD DALRYMPLE	Certified Financial Planner	TAMPA, FL	12	19	1	no
JARAN CAMPBELL DAY	n/a	TAMPA, FL	11	23	2	no
Meghan Rose Dodge	Certified Financial Planner	TAMPA, FL	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Burdette-Hord, Kimberly, Dawn	CHIEF OPERATIONS OFFICER/CHIEF RETIREMENT PLANS OFFICER	B	yes	12/2018	Apr 30, 2021	Jun 11, 2024
DALRYMPLE, GRIFFIN, MILLARD	CHIEF OF STRATEGY/PRINCIPAL/CCO	E	yes	05/2009	Apr 30, 2021	Jun 11, 2024
DAY, JARAN, CAMPBELL	CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR	B	yes	03/2015	Apr 30, 2021	Jun 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OPINICUS FINANCIAL GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
OPINICUS TAX & ACCOUNTING	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 3, 2026	$297M	$292M	7	5	n/a	n/a
2024	Mar 15, 2025	$256M	$251M	7	3	n/a	n/a
2023	Mar 28, 2024	$217M	$214M	6	3	n/a	n/a
2022	Mar 30, 2023	$170M	$168M	6	4	n/a	n/a
2021	Feb 25, 2022	$159M	$157M	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$297M	$256M	16.0%	$170M	20.5%	7	7	0	0

Relationships

Registered with (6)

← Meghan Rose DodgeAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← JARAN CAMPBELL DAYAdvisorregistration: current employment
Mar 27, 2015 to presentfactForm ADV
← GRIFFIN MILLARD DALRYMPLEAdvisorregistration: current employment
Jan 28, 2014 to presentfactForm ADV
← Kimberly Dawn Burdette-HordAdvisorregistration: current employment
Nov 26, 2013 to presentfactForm ADV
← Bridgette Dawn MichaudAdvisorregistration: previous registration
Jan 27, 2026 to Mar 23, 2026factForm ADV
← Robin Bonnie SnellAdvisorregistration: previous registration
Nov 19, 2020 to Jun 12, 2023factForm ADV

Controls (3)

← DAY, JARAN, CAMPBELLOwnerCHIEF INVESTMENT OFFICER/MANAGING DIRECTOR, ownership code B, individual
Apr 30, 2021 to Jun 11, 2024factForm ADV
← DALRYMPLE, GRIFFIN, MILLARDOwnerCHIEF OF STRATEGY/PRINCIPAL/CCO, ownership code E, individual
Apr 30, 2021 to Jun 11, 2024factForm ADV
← Burdette-Hord, Kimberly, DawnOwnerCHIEF OPERATIONS OFFICER/CHIEF RETIREMENT PLANS OFFICER, ownership code B, individual
Apr 30, 2021 to Jun 11, 2024factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Bridgette Dawn Michaud left Opinicus for Fisher Investments (registered 2026-04-21)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2023
Advisor changed firm
Robin Bonnie Snell left Opinicus for Nested Financial & Tax Planning (registered 2023-05-25)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2021
First Form ADV filing
Opinicus filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e79ba1c-13d6-ac43-d7bf-87db69f345ec
First observed: Apr 30, 2021
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OPINICUS

OPINICUS CAPITAL, INC., CRD 168344

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e79ba1c-13d6-ac43-d7bf-87db69f345ec

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kimberly Dawn Burdette-Hord

Certified Financial Planner

TAMPA, FL

GRIFFIN MILLARD DALRYMPLE

Certified Financial Planner

TAMPA, FL

JARAN CAMPBELL DAY

n/a

TAMPA, FL

Meghan Rose Dodge

Certified Financial Planner

TAMPA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Burdette-Hord, Kimberly, Dawn

CHIEF OPERATIONS OFFICER/CHIEF RETIREMENT PLANS OFFICER

yes

12/2018

Apr 30, 2021

Jun 11, 2024

DALRYMPLE, GRIFFIN, MILLARD

CHIEF OF STRATEGY/PRINCIPAL/CCO

yes

05/2009

Apr 30, 2021

Jun 11, 2024

DAY, JARAN, CAMPBELL

CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR

yes

03/2015

Apr 30, 2021

Jun 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OPINICUS FINANCIAL GROUP, INC.

n/a

yes

n/a

OPINICUS TAX & ACCOUNTING

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$297M

$292M

n/a

2024

Mar 15, 2025

$256M

$251M

n/a

2023

Mar 28, 2024

$217M

$214M

n/a

2022

Mar 30, 2023

$170M

$168M

n/a

2021

Feb 25, 2022

$159M

$157M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$297M

$256M

16.0%

$170M

20.5%