CRD: 132775
Optima Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2004
- Office Locations
- 1
Office Locations
About Optima Capital Management
Optima Capital Management is a retail-focused RIA providing financial planning and discretionary portfolio management built around a “Full Cycle Investing” process. Portfolios are positioned using a macro GIP (Growth, Inflation & Policy) regime framework, global liquidity signals, and fundamental/quant timing models, with a heavy use of ETFs. Custody is primarily with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Optima Capital Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTIAN GEORGE ORMS
Chief Executive Officer, Founder
- CRD
- #2353531
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,770,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,770,920 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Optima Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.