Optima Capital Management

Optima Capital Management (CRD# 306036) is a financial advisory firm headquartered in Tempe, AZ. They manage $66,313,486 in 285 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
222 S Mill Ave, Ste 800, Tempe, AZ 85281
https://twitter.com/optima_capital_
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $232,679
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, KY, LA, MN, NC, OH, TX

Financial Advisors at Optima Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Todd Bendell, financial advisor Tempe AZ
Todd Bendell
CRD#: 6164333
222 S Mill Ave, Ste 800, Tempe, AZ 85281

Todd Bendell (CRD# 6164333) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 10 years of experience in the finance industry.

2
Jonathan Elliott, financial advisor Tempe AZ
Jonathan Elliott
CRD#: 4641046
222 S Mill Ave, Ste 800, Tempe, AZ 85281

Jonathan Elliott (CRD# 4641046) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 20 years of experience in the finance industry.

3
Kellen Brewer, financial advisor Tempe AZ
Kellen Brewer
CRD#: 7515636
222 S Mill Ave, Ste 800, Tempe, AZ 85281

Kellen Brewer (CRD# 7515636) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 2 years of experience in the finance industry.

4
Alexander Pehar, financial advisor Tempe AZ
Alexander C. Pehar
CRD#: 7878922
222 S Mill Ave, Ste 800, Tempe, AZ 85281

Alexander Pehar (CRD# 7878922) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has 1 year of experience in the finance industry.

5
Clinton Steinhoff, financial advisor Tempe AZ
Clinton C. Steinhoff
CRD#: 6664344
222 S Mill Ave, Ste 800, Tempe, AZ 85281

Clinton Steinhoff (CRD# 6664344) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 7 years 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.

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