OPTIMUS ADVISORY GROUP

Overview

Optimus Advisory Group operates as an independent, owner-run RIA that acts as a capital allocator for both individual/family and institutional clients. The firm leans heavily on third-party managers and public fund vehicles, with advisory services that span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Fee arrangements are flexible — the firm uses percentage-of-AUM billing alongside hourly and fixed fees — which supports a mix of ongoing asset management and project-based planning engagements. Investment activity skews toward liquid public funds, but Optimus also allocates to external alternative managers. The ADV indicates the firm is not positioning itself as an ESG specialist and it does not serve as a pension consultant. Its registered footprint is modest in scale, and the firm appears to concentrate on customized client relationships rather than broad retail distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices