OPTIMUS CAPITAL ADVISORS, LLC

743 W. Main Street
Coppell, Texas 75019
Tel: 972-745-7704

About OPTIMUS CAPITAL ADVISORS, LLC

OPTIMUS CAPITAL ADVISORS, LLC, formally registered with the SEC as OPTIMUS CAPITAL ADVISORS, LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

OPTIMUS CAPITAL ADVISORS, LLC is a Coppell, Texas based Financial Planning firm with nearly $245,070,299 assets under management, offering retirement planning & investment advisory services to 471 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147500
SEC#	801-128467
Assets Managed by Firm	$245,070,299
No. of Clients	471
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	471	$245,070,299
Individuals (other than high net worth individuals)	130	$36,295,908
High net worth individuals	36	$203,376,106
Charitable organizations	2	$5,398,285

More Retirement Planning firms in Coppell, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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