Optimal Capital Advisors, LLC
Optimal Capital Advisors, LLC is an SEC-registered mass-market adviser in Traverse City, MI with $119.9M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Optimal Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144719, SEC 801-68219, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $119.9M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Traverse City, MI
- Employees
- 2
- Clients
- 131
- CRD
- 144719
- Ownership
- BATCHA III, JOSEPH, PATRICK; WISLAR, GEORGE, BRAILSFORD
How much AUM does Optimal Capital Advisors, LLC have?
Optimal Capital Advisors, LLC reported $119.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Optimal Capital Advisors, LLC?
Disclosed owners and executives of Optimal Capital Advisors, LLC include BATCHA III, JOSEPH, PATRICK, WISLAR, GEORGE, BRAILSFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.