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Optima Capital Management

Optima Capital Management. CRD 306036

Optima Capital Management logo

CRD: 306036

Optima Capital Management

Tempe, AZ, 85281
4807579052
www.optimacapitalmgt.com
$150.3M Total AUM
$150.3M Disc. AUM
-- 3Y CAGR
4 Employees
221 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial optima
Established Date
11-14-2019
Office Locations
2

Office Locations

222 S Mill AVE STE 800 Tempe AZ
-- Fort Lauderdale FL

About Optima Capital Management

Optima Capital Management is a wealth management firm providing objective, high-touch advice anchored in clients' goals. The team offers CFP-led financial planning and ongoing portfolio management, complemented by regular market insights on rates and equity leadership. Public filings indicate portfolios are primarily implemented with ETFs and public funds, with custody through Charles Schwab.

Team overview

30 AVG AGE
$37.6M AVG AUM / ADVISOR
$680.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Momentum Unison oak Harbor Frontier foundation Eagle alpha Vector foundation Glacier frontier Frontier ridge Unison

Client Personas

Bridge Frontier

Custodian

Legacy insight Ember timber Legacy catalyst

Investment Themes

Unison Pathway Foundation harbor Quantum ridge

Investment Vehicles

Zenith

Services

Frontier Signal prime Meridian prime Value peak Fusion Optima value

Technology

Radial vector

Owner & Executives

Todd Michael Bendell

Todd Michael Bendell

Co-founder, Managing General Partner, President

CRD
#6164333
Ownership
50% but less than 75%
(975) 689-2824
vector.matrix@foundationcapital.com
in linkedin.com/in/eagle-ember
J

Jonathan Elliott

Chief Compliance Officer, Co-founder, Partner

CRD
#4641046
Ownership
50% but less than 75%
(750) 359-9596
crest.peak@unisoncapital.com
in linkedin.com/in/momentum-pathway

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Contacts

Alexander Cole Pehar

Alexander Cole Pehar

Associate

CRD
#7878922
(739) 652-7793
frontier.wave@alphacapital.com
in linkedin.com/in/peak-beacon
C

Clinton Craig Steinhoff

Wealth Management Advisor

CRD
#6664344
(987) 379-4426
crest.harbor@harborcapital.com
in linkedin.com/in/timber-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $150,319,761 $352,037
Non-Discretionary $0 --
Total $150,319,761 $352,037

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Separately Managed Accounts

Total SMA Asset: $150,319,761

$150.3M Total SMA
Equity - Exchange:
21.8%
Public Funds:
25.0%
Cash:
30.4%
Municipal Bonds:
22.8%
Asset class Assets Assets %
Equity - Exchange $984,429,754 21.8%
Public Funds $1,128,933,204 25.0%
Cash $1,372,782,776 30.4%
Municipal Bonds $1,029,587,083 22.8%
Total $4,515,732,817 100.0%

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