OPTAS, LLC
CRD #299965 SEC #801-115209 AUSTIN, TX 888-284-7139
SEC Registered
Total AUM
$741.4M
Discretionary
$741.4M
Employees
10
Clients
101
Accounts
660
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $741.4M | $741.4M | $0 | 10 | 7 |
| Nov 2024 | $633.7M | $633.7M | $0 | 7 | 8 |
| Mar 2024 | $633.7M | $633.7M | $0 | 7 | 8 |
| Aug 2023 | $548.2M | $548.2M | $0 | 9 | 7 |
| Apr 2023 | $548.2M | $548.2M | $0 | 9 | 7 |
| Mar 2023 | $548.2M | $548.2M | $0 | 9 | 7 |
| Mar 2022 | $647.5M | $647.5M | $0 | 7 | 6 |
| Jan 2022 | $598.6M | $598.6M | $0 | 6 | 0 |
| Apr 2021 | $598.6M | $598.6M | $0 | 6 | 0 |
| Apr 2021 | $598.6M | $598.6M | $0 | 6 | 0 |
| Mar 2021 | $598.6M | $598.6M | $0 | 6 | 0 |
| Jun 2020 | $522.7M | $522.7M | $0 | 6 | 0 |
| Mar 2020 | $522.7M | $522.7M | $0 | 6 | 0 |
| Feb 2020 | $522.7M | $522.7M | $0 | 6 | 0 |
| Jan 2020 | $397.4M | $397.4M | $0 | 3 | 0 |
| Nov 2019 | $397.4M | $397.4M | $0 | 3 | 0 |
| Aug 2019 | $397.4M | $397.4M | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$741.4M
Discretionary$741.4M
Non-Disc.$0
Employees10
Clients7
DateNov 2024
Total AUM$633.7M
Discretionary$633.7M
Non-Disc.$0
Employees7
Clients8
DateMar 2024
Total AUM$633.7M
Discretionary$633.7M
Non-Disc.$0
Employees7
Clients8
DateAug 2023
Total AUM$548.2M
Discretionary$548.2M
Non-Disc.$0
Employees9
Clients7
DateApr 2023
Total AUM$548.2M
Discretionary$548.2M
Non-Disc.$0
Employees9
Clients7
DateMar 2023
Total AUM$548.2M
Discretionary$548.2M
Non-Disc.$0
Employees9
Clients7
DateMar 2022
Total AUM$647.5M
Discretionary$647.5M
Non-Disc.$0
Employees7
Clients6
DateJan 2022
Total AUM$598.6M
Discretionary$598.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$598.6M
Discretionary$598.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$598.6M
Discretionary$598.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$598.6M
Discretionary$598.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0