Optas, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 299965
- SEC number
- 801-115209
- Firm type
- RIA
- Assets under management
- $881.9M as of Mar 30, 2026
- Website
- www.linkedin.com/company/optascapital ↗
- Phone
- 888-284-7139
- Address
- 15431 Fitzhugh Rd, Dripping Springs, TX, 78620
Advisors at this firm
5 in our index · page 1 of 1
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Michael BergerCRD 2708511 · Dripping Springs, TXIA RegisteredRegistration inactive
-
Blake Aaron BroussardCRD 8049296 · Dripping Springs, TXIA Registered
-
Frederick Morgan GlasserCRD 2517074 · Dripping Springs, TXIA RegisteredRegistration inactive
-
Ryan HartCRD 7021941 · Dripping Springs, TXIA Registered
-
Meghan RaileyCRD 5570937 · Dripping Springs, TXIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 299965 ↗
FINRA BrokerCheck record for firm CRD 299965 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.