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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-13-2008
- Office Locations
- --
Office Locations
No offices listed.
About Optimus Capital Advisors, LLC
Optimus Capital Advisors is an independent, fee-only fiduciary wealth manager providing written, goal-based financial planning, evidence-based investment management, and guidance on trusts (including corporate trustee solutions), retirement plans for individuals and business owners, insurance, and philanthropy. Relationship-first team intentionally limits clients for proactive service; founded by former NFL player John Gesek. Schwab is a primary custodian.
Reported data analysis
What the numbers show
Between March 3, 2025 and March 13, 2026, reported AUM increased 7.8%, from $245.1M to $264.1M.
Across 5 reported observations, AUM increased 788.9% between March 13, 2012 and March 13, 2026, from $29.7M to $264.1M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 4 advisory representatives and 194 clients, or 48.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 18 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,126,770 | $510,926 |
| Non-Discretionary | $1,011,828 | $56,213 |
| Total | $264,138,598 | $495,570 |
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Separately Managed Accounts
SMA allocation detail is available
Optimus Capital Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Optimus Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.