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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

SEC number

801-131819

CRD

334159

Filings on the tape

1

First filed

Dec 16, 2024

Latest filed

Dec 16, 2024

Organised

Limited Liability Company, Ohio

• Occurred

  Dec 16, 2024
  First Form ADV filing

  Opoc Ria filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:db10457a-9ede-5319-5267-9088149cdfa5

First observed

Dec 16, 2024

Last observed

Dec 16, 2024 21 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.