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Optima Capital Management
Optima Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 306036, SEC file 801-131999), with its...
Overview
Optima Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 306036, SEC file 801-131999), with its main office in Tempe, Arizona. Its Form ADV filed on 22 April 2026 reports $150.3M in regulatory assets under management across 427 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$150.3M regulatory AUM (Form ADV, April 2026)
Location
Region
North America
Country
United States
City
Tempe
Corporate office
Tempe, AZ, United States
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