OPTIMUS CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- COPPELL, Texas
- CRD number
- 147500
- Registered since
- July 28, 2023
- Website
- www.optimusca.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.55%
- Corporations / Businesses23.01%
- Individuals14.3%
- Charitable Organizations2.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Optimus Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents13%
- Sovereign Bonds8%
- State & Local Bonds7%
- Exchange Traded Equities1%
Contacts
3 of 4Jackson Fleming
Financial AdvisorCRD 7078294
JACK LUNA
Financial AdvisorCRD 4614490
JOHN GESEK
Founder & Financial AdvisorCRD 4525964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$173M in ETFs
8%
$13.5M
92%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $22.5M | 303,573 | 13.05% |
Location
COPPELL, TX
DALLAS
Location
COPPELL, TX
Headquartered in COPPELL, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 743 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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