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| Happy Holidays!! thanks for using AUM13F!! |
| Optimus Capital Advisors LLC
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| CRD # | 147500 |
| SEC # | 801-128467 |
| CIK # | |
| AUM | $245.1 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 972-745-7704 |
| Address | 743 W Main Street Coppell, TX 75019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 36.3 |
| (b) Individuals (high net worth individuals) | 36 | 203.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 245.1 |
| By Discretionary | ||
| Discretionary | 461 | 244.5 |
| Non-Discretionary | 10 | 0.5 |
| Total | 471 | 245.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.1 | |
| Total | 471 | 245.1 |
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|---|---|---|
|
Guardian Asset Advisors LLC
✚
|
PA | 0.2 |
|
Estate Management Counselors LLC
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GA | 0.2 |
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Pilgrims Capital Advisors Inc
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|
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|
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0.2 | |
|
Shoreline Asset Management LLC
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|
IN | 0.2 |
|
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✚
|
0.2 | |
|
Verity Wealth Advisors LLC
✚
|
CA | 0.2 |
|
HMM Group LLC
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|
CA | 0.2 |
|
DBS Investment Advisers LLC
✚
|
MI | 0.2 |