OPTAS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $881.9M |
| Discretionary | $881.9M100% of AUM |
| Client Accounts | 685 |
| Avg Account Size | $1.3M |
| Employees | 9 |
| Peak AUM | $881.9MMar 2026 |
AUM by Client Type
Total AUM
$882M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $882M | +19.0% | +17.2% | +8.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $881.9M |
| Discretionary | $881.9M |
| Employees | 9 |
| Client Accounts | 685 |
| Client Range | 101-250 |
Contact & Location
Address
15431 FITZHUGH RD
DRIPPING SPRINGS TX 78620
Phone
888-284-7139
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$882M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported