Olympus Capital, LLC
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About
Olympus Capital, LLC provides asset management and financial planning primarily to individual and high‑net‑worth clients and also offers retirement plan consulting and participant education. Services are offered on both discretionary and non‑discretionary bases and include management of custodial accounts as well as standalone financial planning engagements.
The firm employs a mix of charting, fundamental and technical analysis to build and rebalance portfolios tailored to client objectives, using equities, ETFs, mutual funds, fixed income and real estate funds among other instruments. Olympus offers both wrap and non‑wrap account structures and uses a third‑party platform to manage “held‑away” defined contribution assets on a discretionary basis while avoiding direct custody of client credentials.
A relatively small advisory team (two advisors, roughly 80 clients and approximately $55 million in AUM) distinguishes its operational scale and client contact model. Olympus’ advisory representatives may also act as licensed insurance agents who receive commission compensation for life, disability, health and long‑term care products (a disclosed conflict of interest), the firm requires client authorization for fee deductions from custody accounts and provides itemized invoices when fees are withdrawn.
Client services
Expertise
Fee options
May charge flat dollar amount or flat annual percentage up to a maximum advisory fee of 1.95%
$0.00 - $250,000.00: 1.75% $250,000.01 - $500,000.00: 1.50% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $5,000,000.00: 1.00% $5,000,000.01 - $10,000,000.00: 0.75% $10,000,000.01+: 0.50%
Commission compensation received from sale of insurance products
Up to $500/hour for financial planning services
Fee-only: Financial Planning fees up to $50,000 (negotiable), maximum hourly fee up to $500/hour
Main office
3400 North Central Expressway, Suite 110
Richardson TX 75080
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Chad R
Series 66
Richardson, TX
Olympus Capital, LLC
Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.
Andrew A
Series 66
Richardson, TX
Olympus Capital, LLC
Andrew Abramson is a financial advisor at Olympus Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Lincoln Wealth, Merrill, and Bank of America. Outside of finance, Abramson is a managing partner in North Texas Warriors Select Sports, a youth basketball development program where he is involved in operations and coaching. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, and technical analysis to tailor portfolios and serves a focused client base with approximately $55 million in assets under management.
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