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OPTIMUM CAPITAL STRATEGIES
OPTIMUM CAPITAL STRATEGIES LLC
CRD 148483
4900 SW GRIFFITH DRIVE, #269, BEAVERTON, OR, 97005, United States
Phone
971-250-0300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.5M
Discretionary AUM
$33.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)SECURITIES BUY-BACK FOR CORP.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $8.0M |
| High net worth individuals | 15 | $25.5M |
All web addresses on file
Official SEC filing: View on IAPD