OPTIMUM INVESTMENT ADVISORS, LLC
CRD #105182 SEC #801-35773 CHICAGO, IL 312-782-1515
SEC Registered
Total AUM
$321.8M
Discretionary
$293.4M
Employees
5
Clients
10
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $321.8M | $293.4M | $28.4M | 5 | 0 |
| Feb 2024 | $287.6M | $276.1M | $11.4M | 5 | 0 |
| Feb 2023 | $261M | $189.9M | $71.1M | 5 | 0 |
| Mar 2022 | $354.9M | $290.6M | $64.3M | 6 | 0 |
| Mar 2021 | $443.4M | $368.9M | $74.5M | 9 | 0 |
| May 2020 | $452.2M | $418.4M | $33.7M | 14 | 0 |
| Mar 2020 | $452.2M | $418.4M | $33.7M | 14 | 0 |
| Mar 2019 | $373M | $373M | $0 | 14 | 0 |
| Sep 2018 | $459.4M | $459.4M | $0 | 14 | 0 |
| Aug 2018 | $459.4M | $459.4M | $0 | 14 | 0 |
| Apr 2018 | $459.4M | $459.4M | $0 | 14 | 0 |
| Mar 2018 | $459.4M | $459.4M | $0 | 14 | 0 |
| Mar 2017 | $418.4M | $418.4M | $0 | 14 | 400 |
| Nov 2016 | $408.6M | $408.6M | $0 | 14 | 300 |
| Mar 2016 | $408.6M | $408.6M | $0 | 14 | 300 |
| Mar 2015 | $354.5M | $354.5M | $0 | 14 | 300 |
| Aug 2014 | $313.8M | $313.8M | $0 | 11 | 300 |
| Jun 2014 | $313.8M | $313.8M | $0 | 11 | 300 |
| Jun 2014 | $313.8M | $313.8M | $0 | 11 | 300 |
| Apr 2014 | $313.8M | $313.8M | $0 | 11 | 300 |
| Mar 2014 | $313.8M | $313.8M | $0 | 11 | 300 |
| Nov 2013 | $317M | $317M | $0 | 11 | 300 |
| Oct 2013 | $317M | $317M | $0 | 11 | 300 |
| Oct 2013 | $317M | $317M | $0 | 11 | 300 |
| Oct 2013 | $317M | $317M | $0 | 11 | 300 |
| Sep 2013 | $317M | $317M | $0 | 11 | 300 |
| Mar 2013 | $317M | $317M | $0 | 11 | 300 |
| Oct 2012 | $333.2M | $333.2M | $0 | 11 | 300 |
| Mar 2012 | $333.2M | $333.2M | $0 | 11 | 300 |
| Jun 2011 | $3.6B | $3.6B | $1.6M | -- | -- |
| Mar 2011 | $3.6B | $3.6B | $1.6M | -- | -- |
| May 2010 | $2.2B | $2.2B | $1.7M | -- | -- |
| Mar 2009 | $1.2B | $1.2B | $1.3M | -- | -- |
| Mar 2008 | $2.1B | $2.1B | $405K | -- | -- |
| Oct 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| Sep 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| Aug 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| May 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| Apr 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| Mar 2007 | $1.6B | $1.6B | $518.6K | -- | -- |
| Mar 2006 | $1.4B | $1.4B | $143.3K | -- | -- |
| Feb 2006 | $1.4B | $1.4B | $143.3K | -- | -- |
| Jan 2006 | $1.1B | $1.1B | $26.6K | -- | -- |
| Sep 2004 | $919M | $911M | $8M | -- | -- |
| Aug 2004 | $919M | $911M | $8M | -- | -- |
| Apr 2004 | $919M | $911M | $8M | -- | -- |
| Apr 2004 | $919M | $911M | $8M | -- | -- |
| Jan 2004 | $815.4M | $815M | $380K | -- | -- |
| Oct 2003 | $815.4M | $815M | $380K | -- | -- |
DateMar 2025
Total AUM$321.8M
Discretionary$293.4M
Non-Disc.$28.4M
Employees5
Clients0
DateFeb 2024
Total AUM$287.6M
Discretionary$276.1M
Non-Disc.$11.4M
Employees5
Clients0
DateFeb 2023
Total AUM$261M
Discretionary$189.9M
Non-Disc.$71.1M
Employees5
Clients0
DateMar 2022
Total AUM$354.9M
Discretionary$290.6M
Non-Disc.$64.3M
Employees6
Clients0
DateMar 2021
Total AUM$443.4M
Discretionary$368.9M
Non-Disc.$74.5M
Employees9
Clients0
DateMay 2020
Total AUM$452.2M
Discretionary$418.4M
Non-Disc.$33.7M
Employees14
Clients0
DateMar 2020
Total AUM$452.2M
Discretionary$418.4M
Non-Disc.$33.7M
Employees14
Clients0
DateMar 2019
Total AUM$373M
Discretionary$373M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees14
Clients0
DateAug 2018
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees14
Clients0
DateApr 2018
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$459.4M
Discretionary$459.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$418.4M
Discretionary$418.4M
Non-Disc.$0
Employees14
Clients400
DateNov 2016
Total AUM$408.6M
Discretionary$408.6M
Non-Disc.$0
Employees14
Clients300
DateMar 2016
Total AUM$408.6M
Discretionary$408.6M
Non-Disc.$0
Employees14
Clients300
DateMar 2015
Total AUM$354.5M
Discretionary$354.5M
Non-Disc.$0
Employees14
Clients300
DateAug 2014
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees11
Clients300
DateJun 2014
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees11
Clients300
DateJun 2014
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees11
Clients300
DateApr 2014
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees11
Clients300
DateMar 2014
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees11
Clients300
DateNov 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateOct 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateOct 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateOct 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateSep 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateMar 2013
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees11
Clients300
DateOct 2012
Total AUM$333.2M
Discretionary$333.2M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$333.2M
Discretionary$333.2M
Non-Disc.$0
Employees11
Clients300
DateJun 2011
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2011
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$1.6M
Employees--
Clients--
DateMay 2010
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$1.7M
Employees--
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$405K
Employees--
Clients--
DateOct 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateSep 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateAug 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateMay 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateApr 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$518.6K
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$143.3K
Employees--
Clients--
DateFeb 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$143.3K
Employees--
Clients--
DateJan 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.6K
Employees--
Clients--
DateSep 2004
Total AUM$919M
Discretionary$911M
Non-Disc.$8M
Employees--
Clients--
DateAug 2004
Total AUM$919M
Discretionary$911M
Non-Disc.$8M
Employees--
Clients--
DateApr 2004
Total AUM$919M
Discretionary$911M
Non-Disc.$8M
Employees--
Clients--
DateApr 2004
Total AUM$919M
Discretionary$911M
Non-Disc.$8M
Employees--
Clients--
DateJan 2004
Total AUM$815.4M
Discretionary$815M
Non-Disc.$380K
Employees--
Clients--
DateOct 2003
Total AUM$815.4M
Discretionary$815M
Non-Disc.$380K
Employees--
Clients--