# Optimus Capital Advisors, LLC

> Optimus Capital Advisors, LLC is an SEC-registered investment advisory firm in Coppell, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 147500
- Filed as: OPTIMUS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coppell, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147500
- AdvisorCensus page: https://advisorcensus.com/firm/optimus-capital-advisors-llc-coppell-tx-147500

## Quick answers

**How is Optimus Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optimus Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Optimus Capital Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $1,000 to $10,000 (Financial Planning and Consulting Services); Hourly rate: $250 an hour (Financial Planning and Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Optimus Capital Advisors, LLC located?**
Optimus Capital Advisors, LLC's principal office is in Coppell, TX, according to its Form ADV.

**Is Optimus Capital Advisors, LLC registered with the SEC or a state?**
Optimus Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 147500.

**How much does Optimus Capital Advisors, LLC manage?**
Optimus Capital Advisors, LLC reports $264,138,598 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Optimus Capital Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for Optimus Capital Advisors, LLC: Regulatory assets under management: $119,490,725 in the October 2023 data and $264,138,598 in the October 2026 data, up 121%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Optimus Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (44); charitable organizations (2).

**Which custodians does Optimus Capital Advisors, LLC use?**
Optimus Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Optimus Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147500

**Does Optimus Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion we may waive this requirement."

**What changed in Optimus Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> We require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion we may waive this requirement.

- Flat fee: $1,000 to $10,000 (Financial Planning and Consulting Services)

> As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of each client's circumstances.

- Hourly rate: $250 an hour (Financial Planning and Consulting Services)

> On an hourly basis calculated on a charge of $250 per hour. The length of time it will take to complete the advisory service will depend on the nature and complexity

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $264,138,598
- Discretionary: $263,126,770
- Non-discretionary: $1,011,828

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $37,773,490 |
| High net worth individuals | 44 | $159,939,559 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $5,652,515 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $60,773,034 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optimusca.com
- LinkedIn @optimus-capital-advisors-dfw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $119,490,725 | 3 | August 9, 2023 |
| October 2024 | $129,112,437 | 4 | March 19, 2024 |
| October 2025 | $245,070,299 | 3 | March 3, 2025 |
| October 2026 | $264,138,598 | 4 | March 13, 2026 |

Regulatory assets under management: $119,490,725 in the October 2023 data and $264,138,598 in the October 2026 data, up 121%.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimus Capital Advisors, LLC (CRD 147500): Form ADV filing data as of October 2026.