DRIPPING SPRINGS, TXCRD 299965Latest ADV March 30, 2026
Optas, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dripping Springs, TX. Its latest Form ADV filing, dated March 30, 2026, reports $882M in regulatory assets under management, 9 employees, and 685 accounts.
Assets Under Management
$882M
Employees
9
Offices
--
Total Clients
137
Primary office
DRIPPING SPRINGS, TX
15431 FITZHUGH RD, SUITE 203, DRIPPING SPRINGS, TX, United States
Top client segmentHNWI represent 60.6% of total clients.
Top client categories% of clientsClients
1
HNWI
60.6%
83
2
Individuals
35.0%
48
3
Corporations
4.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$882Mas of March 30, 2026
Discretionary100.0%
$882M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$882M
Total Accounts685
10Y AUM Change+$882M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee15:1
10Y Employee Change+6 (+200.0%)
* 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.