Richmond Optimus Capital Management, LLC (Richmond)

Richmond Optimus Capital Management, LLC is an adviser based in Richmond. It manages $15 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Maryland and Virginia.

Richmond Optimus Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Richmond Optimus Capital Management: assets under management

The assets under management (AUM) of Richmond Optimus Capital Management, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $340.91 thousand each.

Richmond Optimus Capital Management has custody of $14 million in cash and securities for 44 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richmond Optimus Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Richmond Optimus Capital Management, LLC performs its advisory services is located at 3721 Westerre Parkway, Richmond, VA 23233, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-708-8901. The normal business hours are by appointment on Other.

Richmond Optimus Capital Management, LLC (Richmond)

Richmond Optimus Capital Management: assets under management

Fees & Commissions

Based in Richmond

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