Optimized Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 333237
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans93.8%
- Individuals3.8%
- HNWI2.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Optimized Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both asset-based fees and fixed-fee engagements. Optimized Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents34%
- Exchange Traded Equities30%
- Non-Exchange Traded Equities25%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds5%
Contacts
2 of 2
Gene Witt
PrincipalCRD 4984502
David Bonifield
Investment Adviser RepresentativeCRD 4568634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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