RIA Intelligence

OPTIMUS CAPITAL ADVISORS, LLC

CRD #147500 SEC #801-128467 COPPELL, TX 972-745-7704
SEC Registered
Total AUM
$245.1M
Discretionary
$244.5M
Employees
3
Clients
10
Accounts
471

AUM Over Time

DateMar 2025
Total AUM$245.1M
Discretionary$244.5M
Non-Disc.$544K
Employees3
Clients0
DateNov 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2012
Total AUM$29.7M
Discretionary$28.6M
Non-Disc.$1.1M
Employees1
Clients26
DateFeb 2012
Total AUM$33.1M
Discretionary$31.6M
Non-Disc.$1.5M
Employees1
Clients26
DateDec 2011
Total AUM$33.1M
Discretionary$31.6M
Non-Disc.$1.5M
Employees1
Clients26
DateNov 2011
Total AUM$33.1M
Discretionary$31.6M
Non-Disc.$1.5M
Employees1
Clients26
DateNov 2011
Total AUM$33.1M
Discretionary$31.6M
Non-Disc.$1.5M
Employees1
Clients26
DateMar 2011
Total AUM$33.1M
Discretionary$31.6M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2010
Total AUM$31.5M
Discretionary$30M
Non-Disc.$1.5M
Employees5
Clients--