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Optimus Capital Advisors, LLC (Coppell)


Optimus Capital Advisors, LLC is an adviser based in Coppell. It manages $29.72 million of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.

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Optimus Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and limited partnership. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Optimus Capital Advisors: assets under management

The assets under management (AUM) of Optimus Capital Advisors, LLC is $29.72 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.64 million in discretionary accounts and $1.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Optimus Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coppell

The principal office where Optimus Capital Advisors, LLC performs its advisory services is located at 235 S Denton Tap Rd, Coppell, TX 75019 The mailing address of the firm is 120 S Denton Tapp Road, Coppell, TX 75019. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-745-7704 or by fax 972-692-5904. The normal business hours are 9 am to 4 pm on Monday - Friday. You can find more information about the New York firm at www.optimusca.com.


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