OPOC.US REGISTERED INVESTMENT ADVISOR
Legal name: OPOC RIA
CRD #334159 SEC #801-131819 WORTHINGTON, OH 614-431-4331
SEC Registered
Total AUM
--
Discretionary
--
Employees
6
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROW, JOHN, HARLEY | I | COO/CCO | NA | Control |
| MAY, CLARK, A | I | CEO | NA | Control |
| SOMMER, EDWARD, ARON | I | EXECUTIVE | NA | Control |
| OPOC.US RETIREMENT SERVICES, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ECHELON CAPITAL MANAGEMENT | DE | OPOC.US RETIREMENT SERVICES, LLC | E | |
| SOMMER, EDWARD, ARON | I | ECHELON CAPITAL MANAGEMENT | C | Control |
Registrations
Federal
IA
Dec 16, 2024 REGISTERED
Notice Filings (1)
OH
Address
300 W. WILSON BRIDGE RDSTE 300
WORTHINGTON, OH 43085
United States
Phone: 614-431-4331