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OPTIMUS CAPITAL ADVISORS, LLC

SEC Registered

Wealth Management For Life's Changing Seasons

COPPELL, TXhttps://optimusca.com972-745-7704
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
533

About the firm

Optimus Capital Advisors is a boutique Wealth Management firm dedicated to serving high-net-worth individuals, multigenerational families, and select institutions. The firm is completely independent with a fiduciary responsibility to its clients, operating as a fee-only advisor. Founded by John Gesek, a former professional football player, the firm emphasizes a team-oriented approach to wealth management.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Wealth ManagementFee-only FiduciaryEvidence-based InvestingTrust ManagementRetirement PlansPhilanthropic PlanningMulti-factor InvestingTax EfficiencyGlobal DiversificationHigh-net-worth

Services

Personalized goal-based financial planning, trust management and corporate trustee solutions, evidence-based investment management using a multi-factor approach, retirement plan management for individuals and business owners, insurance and financial security protection, and philanthropic planning.

wealth_management

Who they serve

High-net-worth individuals, multigenerational families, and select institutions

Client segmentClientsAssets managed
Individuals (Non-HNW)147$38M
High Net Worth Individuals44$160M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities2
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

John Christian Gesek
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
COPPELLHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#147500
SEC Number
801-128467
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $250,000 (waivable)

Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OPTIMUS CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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OPTIMUS CAPITAL ADVISORS, LLC in COPPELL, TX | AdvisorFinder