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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENDELL, TODD | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| BENDELL, TODD, MICHAEL | I | CO-FOUNDER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| ELLIOTT, JONATHAN, MICHAEL | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (21)
AZ CA CO FL IL IN KS KY LA MN MO NC NE NH NJ OH OK TX UT WA WI
Address
222 S MILL AVESTE 800
TEMPE, AZ 85281
United States
Phone: 480-757-9052