OPTIMA CAPITAL LLC
CRD #310146 SEC #801-120712 BEAVERTON, OR 503-270-1314
SEC Registered
Total AUM
$292.8M
Discretionary
$292.8M
Employees
7
Clients
--
Accounts
1,409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $292.8M | $292.8M | $0 | 7 | 3 |
| Aug 2025 | $292.8M | $292.8M | $0 | 7 | 3 |
| Mar 2025 | $292.8M | $292.8M | $0 | 7 | 3 |
| Mar 2024 | $247.7M | $247.7M | $0 | 6 | 10 |
| Nov 2023 | $161.1M | $161.1M | $0 | 5 | 15 |
| Aug 2023 | $161.1M | $161.1M | $0 | 5 | 15 |
| Jun 2023 | $161.1M | $161.1M | $0 | 5 | 15 |
| Mar 2023 | $161.1M | $161.1M | $0 | 5 | 15 |
| Nov 2022 | $130.3M | $127.7M | $2.5M | 3 | 0 |
| Aug 2022 | $130.3M | $127.7M | $2.5M | 3 | 0 |
| Mar 2022 | $130.3M | $127.7M | $2.5M | 3 | 0 |
| Apr 2021 | $102M | $102M | $0 | 2 | 0 |
| Mar 2021 | $102M | $102M | $0 | 2 | 0 |
DateOct 2025
Total AUM$292.8M
Discretionary$292.8M
Non-Disc.$0
Employees7
Clients3
DateAug 2025
Total AUM$292.8M
Discretionary$292.8M
Non-Disc.$0
Employees7
Clients3
DateMar 2025
Total AUM$292.8M
Discretionary$292.8M
Non-Disc.$0
Employees7
Clients3
DateMar 2024
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees6
Clients10
DateNov 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees5
Clients15
DateAug 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees5
Clients15
DateJun 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees5
Clients15
DateMar 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees5
Clients15
DateNov 2022
Total AUM$130.3M
Discretionary$127.7M
Non-Disc.$2.5M
Employees3
Clients0
DateAug 2022
Total AUM$130.3M
Discretionary$127.7M
Non-Disc.$2.5M
Employees3
Clients0
DateMar 2022
Total AUM$130.3M
Discretionary$127.7M
Non-Disc.$2.5M
Employees3
Clients0
DateApr 2021
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients0