SEC Form ADV

OPTIMA CAPITAL MANAGEMENT

Firm profile: Optima Capital Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ
$150.3M
Assets Under Management
427
Total Clients
4
Employees
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Registration Details

Accession
CRD-306036
Location
TEMPE, AZ
Filing Date
April 22, 2026
AUM
$150.3M
Total Clients
427
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

OPTIMA CAPITAL MANAGEMENT is a registered investment adviser headquartered in TEMPE, AZ, managing approximately $150.3M in assets across 427 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.