Optimus Advisory Group, Llc
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ADV data as of Jan 21, 2026
- Regulatory AUM
- $35.0M
- Discretionary
- $34.2M
- Clients
- 77
- Avg AUM / client
- $454K
- Accounts
- 233
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $11.0M | 31.3% |
| High net worth individuals | 13 | $20.1M | 57.6% |
| Other investment advisers | 2 | $3.9M | 11.1% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steve Kent Rumsey | Registered representative | Jul 2008 (18y) | ||
| Paul Donald Hewitt | Registered representative | Jun 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUB-ADVISORY FEES & STRATEGY LICENSE ROYALTIES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $29.2M (83% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗