RIA

    Optima Capital Management

    Registered investment advisor · Billings, Montana · CRD #132775

    Assets Under Management
    $37M
    Client Accounts
    46
    Employees
    1
    CRD Number
    132775
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Optima Capital Management

    Optima Capital Management is a registered investment advisory firm headquartered in Billings, Montana, managing approximately $37M in regulatory assets across 46 client accounts. The firm's full regulatory record is filed with the SEC under CRD #132775.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Optima Capital Management

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    Frequently Asked Questions

    What is Optima Capital Management's AUM?

    Optima Capital Management reports approximately $37M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Optima Capital Management headquartered?

    Optima Capital Management is headquartered in Billings, Montana.

    What is Optima Capital Management's CRD number?

    Optima Capital Management's CRD number is 132775. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Optima Capital Management manage?

    Optima Capital Management manages approximately 46 client accounts according to its latest SEC filing.

    Is Optima Capital Management SEC registered?

    Optima Capital Management is registered as a STATE investment adviser.

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