RIA Intel›Advisers›Texas›OPTIMUS CAPITAL ADVISORS, LLC

OPTIMUS CAPITAL ADVISORS, LLC

Advisory

N·COPPELL, TX

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$264M
1-Year AUM Growth
+8.1%
3-Year CAGR
+10.2%
Employees
4
Assets Under Management
Total AUM$264M
Discretionary AUM$263M
Non-Discretionary AUM$1M
Discretionary %99.6%
Total Clients168
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingJun 24, 2008
Latest FilingMar 13, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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