Opus Investment Advisors, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carpenters Annuity Trust Fund For Northern California Carpenters Annuity Trust Fund For Northern California | 2024 | |
| Carpenters Pension Trust Fund For Northern California Carpenters Pension Trust Fund | 2024 | |
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 | |
| Producer Writers Guild Of America Pension Plan Board Of Directors Producer Writers Guild Of America Pension Plan | 2024 | |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 | |
| N. Atlantic States Carp. Pension Fund Bot Of The North Atlantic States Carpenters Pension Fund | 2024 | |
| Laborers District Council & Contractors Pension Fund Of Ohio Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James David Heczko | Registered representative | Feb 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carpenters Annuity Trust Fund For Northern California | Carpenters Annuity Trust Fund For Northern California | 22,353 | $3.5B | 09/01/2024 |
| Carpenters Pension Trust Fund For Northern California | Carpenters Pension Trust Fund | 19,200 | $6.6B | 09/01/2024 |
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
| Producer Writers Guild Of America Pension Plan | Board Of Directors Producer Writers Guild Of America Pension Plan | 8,873 | $4.7B | 01/01/2024 |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
| N. Atlantic States Carp. Pension Fund | Bot Of The North Atlantic States Carpenters Pension Fund | 16,341 | $5.1B | 01/01/2024 |
| Laborers District Council & Contractors Pension Fund Of Ohio | Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | 15,028 | $2.7B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 08, 2026.
View current Form ADV (SEC/IAPD) ↗