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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2020
- Office Locations
- 1
Office Locations
About Olympus Capital, LLC
Olympus Capital, LLC is an independent RIA serving modern professionals and families across the North Dallas Metroplex. The firm provides comprehensive wealth management spanning income and retirement planning, risk management and portfolio construction, and tax-aware planning/legacy coordination. Investment management emphasizes diversified, goal-aligned allocations. Client assets are custodied at Charles Schwab.
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Owner & Executives
SCOTT DAVID ABRAMSON
Managing Member, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Andrew Mitchell Abramson
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6671460
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,149,111 | -- |
| Non-Discretionary | $9,121,270 | -- |
| Total | $55,270,381 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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