Assets Under Management
$245.1M
Number of Clients
168
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$81.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Optimus Capital Advisors, LLC (OCA) offers financial planning and discretionary portfolio management services. Financial planning covers retirement, investments, cash flow, estate, insurance, and college funding. Portfolio management is tailored to client needs, using models developed by OCA and Dimensional Funds Advisors (DFA). OCA may recommend investments in companies it provides consulting services to, disclosing any conflicts of interest.
743 W. Main Street, Coppell, TX, 75019