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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal unisonMomentum +more
- Established Date
- 11-17-1998
- Office Locations
- 2
Office Locations
About Optimus Advisory Group
Optimus Advisory Group is a boutique investment manager building tactical, actively managed, and risk-managed strategies for RIAs, IARs, and financial advisors. The firm runs equity, fixed income, and allocation models using ETFs and individual stocks, including custom total-portfolio solutions built from proprietary ETF strategies. Advisors also get educational resources (podcasts/videos/tools) and direct access to leadership (President/CIO). Based in Irvine, CA.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL DONALD HEWITT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #2477273
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVE KENT RUMSEY
Investment Advisor
- CRD
- #2572676
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,240,000 | -- |
| Non-Discretionary | $740,000 | -- |
| Total | $34,980,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,980,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $344,647,165 | 23.0% |
| Equity - Exchange | $382,108,813 | 25.5% |
| Other | $248,745,345 | 16.6% |
| Cash | $522,964,610 | 34.9% |
| Total | $1,498,465,933 | 100.0% |