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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| BOGGS, JUSTIN, ALLEN | I | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WILLS, TOBIN, DENNIS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (12)
CA CO IA ID IN KS LA MO NH OR TX WA
Address
500 SW 116TH AVE.BEAVERTON, OR 97225
United States
Phone: 503-270-1314