Olympus Capital, LLC

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Client assets under management

$55,270,381

Clients

29% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$690,880

About

Olympus Capital, LLC provides asset management and financial planning primarily to individual and high‑net‑worth clients and also offers retirement plan consulting and participant education. Services are offered on both discretionary and non‑discretionary bases and include management of custodial accounts as well as standalone financial planning engagements.

The firm employs a mix of charting, fundamental and technical analysis to build and rebalance portfolios tailored to client objectives, using equities, ETFs, mutual funds, fixed income and real estate funds among other instruments. Olympus offers both wrap and non‑wrap account structures and uses a third‑party platform to manage “held‑away” defined contribution assets on a discretionary basis while avoiding direct custody of client credentials.

A relatively small advisory team (two advisors, roughly 80 clients and approximately $55 million in AUM) distinguishes its operational scale and client contact model. Olympus’ advisory representatives may also act as licensed insurance agents who receive commission compensation for life, disability, health and long‑term care products (a disclosed conflict of interest), the firm requires client authorization for fee deductions from custody accounts and provides itemized invoices when fees are withdrawn.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Business succession planning

Fee options

Fixed

May charge flat dollar amount or flat annual percentage up to a maximum advisory fee of 1.95%

Percentage

$0.00 - $250,000.00: 1.75% $250,000.01 - $500,000.00: 1.50% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $5,000,000.00: 1.00% $5,000,000.01 - $10,000,000.00: 0.75% $10,000,000.01+: 0.50%

Commissions

Commission compensation received from sale of insurance products

Project-based

Up to $500/hour for financial planning services

Other

Fee-only: Financial Planning fees up to $50,000 (negotiable), maximum hourly fee up to $500/hour

Main office location

Olympus Capital, LLC

3400 North Central Expressway, Suite 110

Richardson TX 75080, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (214) 999-1140

Advisors at this firm

Chad R

Series 66

Richardson, TX

Olympus Capital, LLC

Chad Rose is a financial advisor at Olympus Capital, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including LA Capital Wealth Management, Simplicity Wealth, Lincoln Wealth, and Bank of America. Rose is also affiliated with Rose Management Inc., a family-run business, where he holds a non-operational secretary position. Olympus Capital advises individuals and retirement plans, offering asset management, financial planning, and retirement-plan consulting services. The firm employs a multi-strategy investment process combining charting, fundamental and technical analysis, and manages portfolios across various asset classes with ongoing monitoring and rebalancing tailored to client risk profiles.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Business succession planning

Andrew A

Series 66

Richardson, TX

Olympus Capital, LLC

Andrew Abramson is a financial advisor with Olympus Capital, LLC in Richardson, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lincoln Wealth, LA Capital Wealth Management, Bank of America, Merrill, and Morgan Stanley Smith Barney. Outside of finance, he is a managing partner with a 30% ownership stake in North Texas Warriors Select Sports, a youth basketball development organization. Olympus Capital advises individuals, including high-net-worth clients, and retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm employs a combined charting, fundamental, and technical analysis investment approach and offers both discretionary and non-discretionary services across various asset classes.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Business succession planning

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