OpenCap Financial is a modern alternative to traditional wealth management - combining sophisticated institutional strategies and technology, once reserved for hedge funds - to help families unlock the full potential of their capital, to create consistent income and long-term growth.
Total Value
$1,247,839
+12.4%
Monthly Yield
$8,742
+2.1%
YTD Return
18.7%
+5.2% vs S&P
SPY
Long Growth Strategy
+4.2%
$428,500
QQQ
Long Income Strategy
+2.8%
$312,400
AMZN
Market Neutral Strategy
+1.9%
$186,200
Wealth management is broken. Traditional advisors offer limited solutions - charging high fees to simply " ride the market" (aka Beta returns) with index-based strategies that you can do yourself. At the other end of the spectrum, hedge funds and banks deploy sophisticated institutional strategies to generate "Alpha" - consistent income and market-beating returns - in all market conditions.
This divide has left most families and professionals with no real alternative. That's why we built OpenCap: to bring institution-grade investing, once reserved for a select few, to modern investors who deserve more from their capital.
Most investors park their money in the market and hope it grows, or into fixed income with minimal returns and lost opportunity cost. At OpenCap, we take a different view: We transform money into true Capital - an asset to generate consistent income and sustainable long-term wealth.
Your capital should work harder than the market average. At OpenCap, it does.
We bring strategies once reserved for the big banks and ultra-wealthy to modern families and professionals, leveling the playing field.
By strategically amplifying the value of your capital, we unlock opportunities that traditional advisors overlook - generating yield and outperformance across market cycles. Whether managing cash-secured IRAs or taxable brokerage accounts, we maximize every dollar.
Our model is built around performance and transparency. Your success is our success, with fees based on profits, not assets under management.
For decades, sophisticated investing was only available to institutions and the ultra-wealthy. Everyone else was left with " off-the-shelf" portfolios that simply rode the market. OpenCap is changing that.
We're built for a new generation of investors - families, professionals, and entrepreneurs - who want to put their capital to work with the same rigor and sophistication as the world's elite.
OpenCap is not designed for everyone. We focus on a select group of investors who want to put meaningful capital to work through disciplined, institutional strategies. We limit the number of new members we accept to ensure personalized attention and performance. Joining OpenCap is more than investing - it's membership in a club built around capital discipline and long-term success.
Tax-advantaged portfolios where capital efficiency and structured strategies create reliable long-term growth.
Flexible deployment of capital and leverage with active income generation and alpha-focused management.
To maintain performance and alignment, OpenCap serves clients with $250k - $10M in investable assets.
Traditional advisors charge high fees regardless of performance. Hedge funds charge "2 and 20" (2% management fee and 20% performance fee) - high costs before you see results. At OpenCap, we keep it simple: a low monthly fee to cover our costs, and performance-based fees only when we generate returns.
This model ensures your capital is working as hard as possible - and keeps us fully aligned with your success.
Secure your spot on the OpenCap waitlist today.