CRD: 132775
Optima Capital Management
$36.8M Total AUM
$36.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2004
- Office Locations
- 1
Office Locations
404 N. 31st Street Suite 112 Billings MT
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.
Team overview
53 AVG AGE
$36.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTIAN GEORGE ORMS
Chief Executive Officer, Founder
- CRD
- #2353531
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,770,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,770,920 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing