Optima Capital Management
Optima Capital Management is an SEC-registered mass-market adviser in Tempe, AZ with $150.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Optima Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306036, SEC 801-131999, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $150.3M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 4
- Clients
- 215
- CRD
- 306036
- Ownership
- BENDELL, TODD, MICHAEL; ELLIOTT, JONATHAN, MICHAEL
How much AUM does Optima Capital Management have?
Optima Capital Management reported $150.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Optima Capital Management?
Disclosed owners and executives of Optima Capital Management include BENDELL, TODD, MICHAEL, ELLIOTT, JONATHAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.