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OPTIMUS CAPITAL ADVISORS, LLC
CRD 147500 · SEC 801-128467
743 W. MAIN STREET, COPPELL, TX, 75019, United States
Phone
972-745-7704
Fax
972-848-8218
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.1M
Discretionary AUM
$263.1M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $37.8M |
| High net worth individuals | 44 | $159.9M |
| Charitable organizations | 2 | $5.7M |
| Corporations/business entities | 1 | $60.8M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD