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OPTIMA CAPITAL LLC
CRD 310146 · SEC 801-120712
500 SW 116TH AVE., SUITE 400, BEAVERTON, OR, 97225, United States
Phone
503-270-1314
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.8M
Discretionary AUM
$379.8M
Team
7 total employees; 7 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 590 | $200.9M |
| High net worth individuals | 81 | $178.7M |
| Corporations/business entities | 1 | $107K |
States served
CA, CO, ID, IN, KS, LA, OR, MO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD