Overview
Assets Under Management: $120 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 25
Average Client Assets: $3.7 million
Frequently Asked Questions
OPTIMAL CAPITAL ADVISORS, 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 #144719), OPTIMAL CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
OPTIMAL CAPITAL ADVISORS, LLC is headquartered in TRAVERSE CITY, MI.
OPTIMAL CAPITAL ADVISORS, LLC serves 25 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, OPTIMAL CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OPTIMAL CAPITAL ADVISORS, LLC manages $120 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, OPTIMAL CAPITAL ADVISORS, 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: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.38%
Average Client Assets: $3.7 million
Total Client Accounts: 223
Discretionary Accounts: 223
Regulatory Filings
CRD Number: 144719
Filing ID: 2071902
Last Filing Date: 2026-03-23 08:41:42