OPTIMAL CAPITAL ADVISORS, LLC
CRD #144719 SEC #801-68219 TRAVERSE CITY, MI 231-933-4677
SEC Registered Private Funds
Total AUM
$119.1M
Discretionary
$119.1M
Employees
2
Clients
10
Accounts
309
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BATCHA III, JOSEPH, PATRICK | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BATCHA III, JOSEPH, PATRICK | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHA III, JOSEPH, PATRICK | I | PRINCIPAL/ CHIEF COMPLIANCE OFFICER | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
| WISLAR, GEORGE, BRAILSFORD | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CA CO FL MI NJ NV NY TX
Address
12935 SW BAYSHORE DRSUITE 305
TRAVERSE CITY, MI 49684
United States
Phone: 231-933-4677