Optima Capital LLC

Optima Capital LLC (CRD# 310146) is a financial advisory firm headquartered in Beaverton, OR. They manage $247,698,070 in 1,375 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
500 Sw 116th Ave., Beaverton, OR 97225
https://www.optimacapitalllc.com/
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    1,375
    ACCOUNTS
  • Average Account Value
    $180,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IA, KS, MO, OR, TX, WA

Financial Advisors at Optima Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Justin Boggs, financial advisor Beaverton OR
Justin A. Boggs
CRD#: 6234106
500 Sw 116th Ave., Beaverton, OR 97225

Justin Boggs (CRD# 6234106) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 10 years of experience in the finance industry.

2
David Evans, financial advisor Beaverton OR
David M. Evans
CRD#: 6126305
500 Sw 116th Ave., Beaverton, OR 97225

David Evans (CRD# 6126305) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 11 years of experience in the finance industry.

3
Bradley Johannes, financial advisor Liberty MO
Bradley A. Johannes
CRD#: 6126266
1201 Landmark Ave., Suite 1, Liberty, MO 64068
Bradley Johannes (CRD# 6126266) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Liberty, MO and has over 6 years of experience in the finance industry.
4
Robert Larsen, financial advisor Beaverton OR
Robert W. Larsen
CRD#: 4457629
500 Sw 116th Ave., Beaverton, OR 97225

Robert Larsen (CRD# 4457629) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 22 years of experience in the finance industry.

5
Tobin Wills, financial advisor Azusa CA
Tobin D. Wills
CRD#: 2563557
Azusa, CA

Tobin Wills (CRD# 2563557) is an Investment Advisor Representative working at Optima Capital LLC in Azusa, CA and has over 29 years of experience in the finance industry.

6
Kyle Harvey, financial advisor Beaverton OR
Kyle B. Harvey
CRD#: 7688237
500 Sw 116th Ave., Beaverton, OR 97225

Kyle Harvey (CRD# 7688237) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals