# Optima Capital Management

Optima Capital Management is a Registered Investment Adviser based in Tempe, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Tempe, United States
- **Region:** North America
- **Address:** Tempe, AZ, United States
- **Assets under management:** $150.3M regulatory AUM (Form ADV, April 2026)
- **Website:** optimacapitalmgt.com

## Regulatory record

- **CRD number:** 306036
- **SEC file number:** 801-131999
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-22
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-15T09:18:38.376Z

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