Optima Capital Management LLC
● SEC registered since 2025CRD 306036SEC# 801-131999Tempe, AZ
Reg. AUM
$150.3M
Employees
4
Accounts
427
Location
Tempe, AZ
Optima Capital Management LLC assets under management
Optima Capital Management LLC is an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 2025. It reports $150.3 million in regulatory assets under management and employs 4 people.
Optima Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Michael Elliott Control | Co-Founder & Chief Compliance Officer | 50-75% | 2019 |
| Todd Michael Bendell Control | Co-Founder | 50-75% | 2019 |
Frequently asked questions
How much does Optima Capital Management LLC manage?
Optima Capital Management LLC reports $150.3 million in regulatory assets under management on its Form ADV.
How many employees does Optima Capital Management LLC have?
Optima Capital Management LLC reports 4 employees.
Where is Optima Capital Management LLC located?
Optima Capital Management LLC is based in Tempe, AZ and has been SEC-registered since 2025.
Does Optima Capital Management LLC disclose fund performance?
Optima Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 222 S Mill Ave, Ste 800, Tempe, AZ 85281 |
| Phone | 480-757-9052 |
| Fax | 480-463-4567 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$150.3M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$150.3Mregulatory AUM
Discretionary $150.3M