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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OPUS FINANCIAL SOLUTIONS LLC

CRD 282311

DOWNERS GROVE, IL

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:f6bff685-339a-b520-1da7-d95680cc509d

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Jun 23, 2021 to Sep 8, 2026
30 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=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $151MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $145M
Private client RAUM: $150MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $75.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 504
Individual clients: 75
High net worth clients: 61
SEC number: 801-121841
CIK: 1934041
CRD: 282311
Filings on the tape: 30
First filed: Jun 23, 2021
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, CO

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
LISA LOUISE BAYER	Certified Financial Planner\|Chartered Financial Analyst	Durango, CO \| DOWNERS GROVE, IL	10	16	3	no
MATTHEW MICHAEL KUNST	Certified Financial Planner\|Chartered Financial Analyst	DOWNERS GROVE, IL	9	17	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
BAYER, LISA, LOUISE	PRINCIPAL/CCO	E	yes	10/2015	Jun 23, 2021	Jun 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boulder	Co	United States	2	no
n/a	n/a	n/a	1	no

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	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$151M	$145M	4	3	2	n/a	n/a
2024	Apr 25, 2025	$125M	$122M	3	3	2	n/a	n/a
2023	Mar 22, 2024	$151M	$146M	4	4	4	n/a	n/a
2022	Mar 13, 2023	$126M	$121M	3	3	3	n/a	n/a
2021	Mar 3, 2022	$121M	$113M	3	3	3	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	50.0%	0	1	0	0	2

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	$151M	$125M	20.4%	$126M	6.3%	2	3	2	2

Relationships

Registered with (6)

← MATTHEW MICHAEL KUNSTAdvisorregistration: current employment
May 10, 2017 to presentfactForm ADV
← LISA LOUISE BAYERAdvisorregistration: current employment
Jan 8, 2016 to presentfactForm ADV
← MATTHEW David SMITHAdvisorregistration: previous registration
Mar 27, 2025 to Sep 8, 2026factForm ADV
← Katherine LewisAdvisorregistration: previous registration
Jun 18, 2024 to Mar 17, 2025factForm ADV
← BRIAN RODNEY LITTLEJOHNAdvisorregistration: previous registration
Jan 23, 2024 to May 24, 2024factForm ADV
← JACO JORDAANAdvisorregistration: previous registration
Mar 16, 2020 to May 8, 2024factForm ADV

Controls (1)

← BAYER, LISA, LOUISEOwnerPRINCIPAL/CCO, ownership code E, individual
Jun 23, 2021 to Jun 21, 2024factForm ADV

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
Matthew David Smith left Opus Financial Solutions Llc for West Highland Advisors (registered 2026-09-03)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2025
Advisor departed, no destination yet
Katherine Lewis no longer registered at Opus Financial Solutions Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
May 24, 2024
Advisor departed, no destination yet
Brian Rodney Littlejohn no longer registered at Opus Financial Solutions Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
May 8, 2024
Advisor changed firm
Jaco Jordaan left Opus Financial Solutions Llc for Riverchase Wealth Management, Llc (registered 2024-04-05)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2024
Control person left
Jaco Jordaan (Cco) no longer on Schedule A of Opus Financial Solutions Llc (listed 2024-02-23, absent 2024-03-22)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2022
Control person joined
Jaco Jordaan (Cco) appeared on Schedule A of Opus Financial Solutions Llc
Form ADVobserved 4 days ago
Occurred
Jun 23, 2021
First Form ADV filing
Opus Financial Solutions Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6bff685-339a-b520-1da7-d95680cc509d
First observed: Jun 23, 2021
Last observed: Sep 8, 2026 11 days 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.

OPUS FINANCIAL SOLUTIONS LLC

CRD 282311

DOWNERS GROVE, IL

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:f6bff685-339a-b520-1da7-d95680cc509d

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LISA LOUISE BAYER

Certified Financial Planner|Chartered Financial Analyst

Durango, CO | DOWNERS GROVE, IL

MATTHEW MICHAEL KUNST

Certified Financial Planner|Chartered Financial Analyst

DOWNERS GROVE, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAYER, LISA, LOUISE

PRINCIPAL/CCO

yes

10/2015

Jun 23, 2021

Jun 21, 2024

City

State

Country

Employees

Also broker-dealer

Boulder

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$151M

$145M

n/a

2024

Apr 25, 2025

$125M

$122M

n/a

2023

Mar 22, 2024

$151M

$146M

n/a

2022

Mar 13, 2023

$126M

$121M

n/a

2021

Mar 3, 2022

$121M

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$151M

$125M

20.4%

$126M

6.3%