OPTIMA CAPITAL MANAGEMENT LLC
Legal name: OPTIMA CAPITAL MANAGEMENT
CRD #306036 SEC #801-131999 TEMPE, AZ 480-757-9052
SEC Registered Disclosures
Total AUM
$116.5M
Discretionary
$116.5M
Employees
4
Clients
101
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Nov 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Nov 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Aug 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Aug 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Jul 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Jul 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| May 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Apr 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Feb 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Jan 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
| Jan 2025 | $116.5M | $116.5M | $0 | 4 | 0 |
DateDec 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees4
Clients0