OPTIMA CAPITAL LLC

Overview

Optima Capital LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is primarily fee‑based, combining a percentage of assets under management with the option for hourly fees. The firm is identified as a capital allocator and does not position itself as an active ESG investor. While it maintains multiple physical offices, its regulatory profile indicates it is not designated as a multi‑state adviser.

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Public Holdings

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Location & Offices