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OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719 · SEC 801-68219
12935 SW BAYSHORE DR, SUITE 305, TRAVERSE CITY, MI, 49684, United States
Phone
231-933-4677
Fax
231-933-4676
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.9M
Discretionary AUM
$119.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $21.5M |
| High net worth individuals | 25 | $92.8M |
| Pension/profit sharing plans | 1 | $342K |
| Charitable organizations | 3 | $5.3M |
States served
CO, MI, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD