# Optimal Tax Asset Management

Optimal Tax Asset Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340466
- **SEC file number:** 801-135549
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340466

## About

OPTIMAL TAX ASSET MANAGEMENT is an SEC-registered investment adviser in Bellevue, WA, registered since 2026. The firm employs 3 employees and 2 investment advisers. It operates with a registered address in Bellevue, WA.

## Questions

### How does tax-managed investing differ from just holding an S&P 500 ETF?

An ETF holds a pool of stocks and distributes realized gains to all shareholders; a manager running a direct-indexing separate account can own the same underlying stocks but sell only the specific tax lots that are at a loss. Those harvested losses offset gains elsewhere in the client's portfolio. The ETF investor pays the tax cost of other people's redemptions; the direct-indexing client does not. The trade-off is higher management fees and more complex tax reporting.

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Last updated: 2026-06-03T20:00:00.000Z

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