← Directory
OPTIMUS CAPITAL ADVISORS, LLC
CRD 147500File 801-128467
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$264.1M
Below cohort median (national)
Discretionary AUM
$263.1M
Non-discretionary $1.0M
Clients
194
533 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2023
- Principal office
- 743 W. MAIN STREET, COPPELL, TX, 75019
- Phone
- 972-745-7704
- Website
- HTTP://WWW.OPTIMUSCA.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $264.1M
- Discretionary AUM
- $263.1M
- Non-discretionary AUM
- $1.0M
- Discretionary accounts
- 515
- Non-discretionary accounts
- 18
- Total accounts
- 533
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $60.8M |
| Charitable organizations | 2 | $5.7M |
| High net worth individuals | 44 | $159.9M |
| Individuals (other than high net worth individuals) | 147 | $37.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.