OPTIMA CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $379.8M |
| Discretionary | $379.8M100% of AUM |
| Client Accounts | 1,581 |
| Avg Account Size | $240K |
| Employees | 7 |
| Peak AUM | $379.8MMar 2026 |
| AUM CAGR | +30.1% /yrover 5 yrs · 15 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $380M | +29.7% | +33.1% | +30.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $379.8M |
| Discretionary | $379.8M |
| Employees | 7 |
| Client Accounts | 1581 |
| Client Range | More than 500 |
Contact & Location
Address
500 SW 116TH AVE.
BEAVERTON OR 97225
Phone
503-270-1314
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$380M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant