Overview
Assets Under Management: $293 million
Headquarters: BEAVERTON, OR
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Frequently Asked Questions
OPTIMA CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310146), OPTIMA CAPITAL LLC is subject to fiduciary duty under federal law.
OPTIMA CAPITAL LLC is headquartered in BEAVERTON, OR.
OPTIMA CAPITAL LLC serves 73 high-net-worth clients according to their SEC filing dated August 08, 2025. View client details ↓
According to their SEC Form ADV, OPTIMA CAPITAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OPTIMA CAPITAL LLC manages $293 million in client assets according to their SEC filing dated August 08, 2025.
According to their SEC Form ADV, OPTIMA CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,409
Discretionary Accounts: 1,409
Regulatory Filings
CRD Number: 310146
Filing ID: 2008585
Last Filing Date: 2025-08-08 11:56:00
Website: https://optimacapitalllc.com