Optima Capital LLC
Optima Capital LLC is an SEC-registered mass-market adviser in Beaverton, OR with $379.8M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Optima Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310146, SEC 801-120712, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $379.8M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Beaverton, OR
- Employees
- 7
- Clients
- 672
- CRD
- 310146
- Ownership
- WILLS, TOBIN, DENNIS; BOGGS, JUSTIN, ALLEN
How much AUM does Optima Capital LLC have?
Optima Capital LLC reported $379.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Optima Capital LLC?
Disclosed owners and executives of Optima Capital LLC include WILLS, TOBIN, DENNIS, BOGGS, JUSTIN, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.