Optimus Capital Advisors, LLC

Optimus Capital Advisors, LLC (CRD# 147500) is a financial advisory firm headquartered in Coppell, TX. They manage $129,112,437 in 445 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
743 W. Main Street, Coppell, TX 75019
http://www.optimusca.com/
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $290,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Optimus Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Gesek, financial advisor Coppell TX
John C. Gesek
CRD#: 4525964
743 W. Main Street, Coppell, TX 75019

John Gesek (CRD# 4525964) is an Investment Advisor Representative working at Optimus Capital Advisors, LLC in Coppell, TX and has over 21 years of experience in the finance industry.

2
Jack Luna, financial advisor Coppell TX
Jack W. Luna
CRD#: 4614490
743 W. Main Street, Coppell, TX 75019

Jack Luna (CRD# 4614490) is an Investment Advisor Representative working at Optimus Capital Advisors, LLC in Coppell, TX and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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