A complete list of active advisors currently associated with Optimus Capital Advisors, LLC

Warmer can help you find a great advisor at Optimus Capital Advisors, LLC or one who fits your needs even better.

Optimus Capital Advisors is a team-based registered investment adviser that provides discretionary portfolio management, comprehensive financial planning, and consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and business entities. The firm offers both full financial plans and limited-scope consulting alongside ongoing portfolio management tailored to clients’ stated goals and circumstances. The firm’s investment approach relies on risk‑factor modeling and modern portfolio theory, combining proprietary portfolio models with models and funds from Dimensional Fund Advisors (DFA) and routinely tailoring allocations to client needs; in some cases DFA acts as a sub‑adviser for trading, reporting, and back‑office support. The brochure discloses that strategies and instruments used can be broad — including mutual funds and ETFs (notably DFA funds), private and alternative investments, REITs, options, direct indexing, securities‑backed lines of credit, and digital‑asset exposure — and that cash and cash equivalents are treated as an asset class for monitoring and rebalancing. Distinctive features noted in the brochure include an explicit sub‑advisory relationship with DFA and added disclosures addressing direct indexing, securities‑backed lending, political/AI risk, and private/alternative fund risks, indicating the firm engages with more complex or specialized strategies than many peers. The adviser also discloses that some associated persons are licensed insurance agents who receive commission compensation (a potential conflict of interest that the firm documents), it maintains an institutional custody relationship that provides vendor research and services, it generally does not block trades, and it does not vote client proxies.

To learn more about the advisors currently working at Optimus Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.