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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2020
- Office Locations
- 4
Office Locations
About Optima Capital LLC
Optima Capital LLC is an RIA providing financial planning and discretionary portfolio management for high-net-worth individuals and small business owners, with retirement, tax strategy, and estate planning support. The firm builds diversified portfolios using public funds and ETFs and offers insurance planning as needed. It operates multiple offices across Oregon, California, and Kansas City, and custodies with Charles Schwab & Co.
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Owner & Executives
JUSTIN ALLEN BOGGS
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #6234106
- Ownership
- 50% but less than 75%
TOBIN DENNIS WILLS
Chief Compliance Officer, Managing Member
- CRD
- #2563557
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DAVID MICHAEL EVANS
Associate
- CRD
- #6126305
Kyle Brendan Harvey
--
- CRD
- #7688237
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,783,137 | $240,217 |
| Non-Discretionary | $0 | -- |
| Total | $379,783,137 | $240,217 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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