RIA Intel›Advisers›California›OPTIMUS ADVISORY GROUP, LLC

OPTIMUS ADVISORY GROUP, LLC

Advisory

IRVINE, CA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in CA
#3,817
of 5,480 advisers by AUM
Average account
$150K
across 233 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$35M
Discretionary %
97.9%
Clients
77
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$34M
Non-Discretionary AUM$740K
Discretionary %97.9%
Total Clients77
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ARMORY CREDIT GP, LLC
MANHATTAN BEACH, CA
$35M
-27.1% 1Y
LAWRENCE J. CHAZEN, INC.
CARMEL, CA
$35M
CAPSTAN L.L.C.
$35M
LYTEL, KIPLEY J.
SANTA BARBARA, CA
$35M
SHALOM GLOBAL CAPITAL GROUP LLC
SAN JOSE, CA
$35M
GAINSBOROUGH FINANCIAL CONSULTANTS, INC.
LOS ANGELES, CA
$35M
-41.5% 1Y

Get the full picture on OPTIMUS ADVISORY GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OPTIMUS ADVISORY GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans