Optimus Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coppell, TX. Its latest Form ADV filing, dated March 13, 2026, reports $264M in regulatory assets under management, 4 employees, and 533 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
147
2
HNWI
22.7%
44
3
Charitable
1.0%
2
4
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of March 13, 2026
Discretionary99.6%
$263M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$264M
Total Accounts533
10Y AUM Change+$145M (+121.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee49:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2023. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.