$881.9M Total AUM
$881.9M Disc. AUM
-- 3Y CAGR
9 Employees
143 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2019
- Office Locations
- 1
Office Locations
15431 Fitzhugh RD Suite 203 Dripping Springs TX
About Optas, LLC
Optas Capital (OPTAS, LLC) is a Dripping Springs, TX RIA serving retail and institutional clients—especially entrepreneurs—with financial and investment planning, portfolio construction, and tax/estate and insurance planning. Portfolios commonly use ETFs and public funds alongside fixed-income allocations, custodied at Schwab and Fidelity.
Team overview
59 AVG AGE
$176.4M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
5.7 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Harbor Capital timber Wave Insight timber Ridge Vital crest Frontier fusion North summit Frontier
Client Personas
Eagle matrix
Custodian
Oak
Investment Themes
Timber beacon Signal ember Ridge
Investment Vehicles
Foundation quantum Horizon
Services
Frontier Pathway focus Ember beacon Harbor oak Radial Pathway Value Foundation frontier North
Owner & Executives
MEGHAN RAILEY
Chief Financial Officer, Founder, Managing Member
- CRD
- #5570937
- Ownership
- 75% or more
(928) 719-6209
crest.timber@embercapital.com
in linkedin.com/in/horizon-foundation
F
FREDERICK MORGAN GLASSER JR
Founder, Managing Member
- CRD
- #2517074
- Ownership
- 5% but less than 10%
(476) 486-4542
ember.momentum@bridgecapital.com
in linkedin.com/in/bridge-zenith
T
Timber radial
North north horizon
- CRD
- #60019
- Ownership
- 36.8%
(349) 856-9883
prime.foundation@quantumcapital.com
in linkedin.com/in/alpha-frontier
Showing 2 of 3 owners & executives
Unlock allContacts
B
Blake Aaron Broussard
--
- CRD
- #8049296
(319) 588-4765
timber.north@vertexcapital.com
in linkedin.com/in/optima-eagle
R
RYAN Hart
Financial Planner
- CRD
- #7021941
(242) 387-5802
beacon.pathway@bridgecapital.com
in linkedin.com/in/wave-pathway
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $881,910,703 | $1,287,461 |
| Non-Discretionary | $0 | -- |
| Total | $881,910,703 | $1,287,461 |
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Separately Managed Accounts
Total SMA Asset: $881,910,703
Equity - Exchange:
19.2% Public Funds:
15.8% Municipal Bonds:
17.5% U.S. Government/Agency:
38.9% Cash:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $348,603,718 | 19.2% |
| Public Funds | $286,871,810 | 15.8% |
| Municipal Bonds | $317,737,764 | 17.5% |
| U.S. Government/Agency | $706,285,658 | 38.9% |
| Cash | $156,145,414 | 8.6% |
| Total | $1,815,644,364 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH UNISON LEGACY | FOUNDATION QUANTUM | SSA6PA6TN | LXQX | 1.23% | $36,434,561 |
| QUANTUM OAK FOUNDATION | TIMBER MOMENTUM | XNSZBCP2P | WSCBE | 2.07% | $57,609,528 |
| FRONTIER LEGACY HORIZON | EMBER PATHWAY | Z211KQM3N | GNI | 6.86% | $62,197,023 |
| MATRIX ALPHA DELTA | PEAK LEGACY | 2T8UNUZFJ | EQF | 7.98% | $79,043,759 |
| BRIDGE MERIDIAN | VERTEX LEGACY | STSM7VQGN | FCJ | 8.49% | $81,703,124 |
| QUANTUM WAVE | SUMMIT VALUE | 3YRY1WVXM | SLFO | 7.32% | $110,907,779 |
| FUSION DELTA | ELEMENT VECTOR | PKVXQ44R9 | GLGBQ | 8.52% | $41,465,429 |
| ZENITH ALPHA | NORTH FOUNDATION | 1R3MYGJ2Z | SQSZC | 3.00% | $34,710,065 |