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OPTIMUS CAPITAL ADVISORS, LLC

COPPELL, TX · CRD 147500 · IAPD ↗ · optimusca.com · 972-745-7704

$264.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — OPTIMUS CAPITAL ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — OPTIMUS CAPITAL ADVISORS, LLC reported RAUM up 90% ($129.1M -> $245.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.