Optima Capital LLC
● SEC registered since 2021CRD 310146SEC# 801-120712Beaverton, OR
Reg. AUM
$379.8M
Employees
7
Accounts
1,581
Location
Beaverton, OR
Optima Capital LLC assets under management
Optima Capital LLC operates as an SEC-registered investment adviser based in Beaverton, OR. The firm has been registered since 2021. It reports $379.8 million in regulatory assets under management and employs 7 people.
Optima Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Allen Boggs Control | Managing Member/Chief Operating Officer | 50-75% | 2023 |
| Tobin Dennis Wills Control | Managing Member/Chief Compliance Officer | 25-50% | 2023 |
Frequently asked questions
How much does Optima Capital LLC manage?
Optima Capital LLC reports $379.8 million in regulatory assets under management on its Form ADV.
How many employees does Optima Capital LLC have?
Optima Capital LLC reports 7 employees.
Where is Optima Capital LLC located?
Optima Capital LLC is based in Beaverton, OR and has been SEC-registered since 2021.
Does Optima Capital LLC disclose fund performance?
Optima Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 SW 116th Ave., Suite 400, Beaverton, OR 97225 |
| Phone | 503-270-1314 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.8M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$379.8Mregulatory AUM
Discretionary $379.8M