OPTIMA CAPITAL MANAGEMENT

Company Profile

As of Date 04/22/2026
Websites
AUM* 187,090,681 28%
of that, discretionary 187,090,681 28%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 395,541 4%
High Net Worth 18.07% -13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Disclosure Reporting

11.D(5) Other regulator denied/suspended/revoked license
View 1 DRP Record

Recent News

Reported AUM

150M 129M 107M 86M 64M 43M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

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