CRD: 144719
Optimal Capital Advisors, LLC
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- Custodian
- Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-2007
- Office Locations
- 1
Office Locations
About Optimal Capital Advisors, LLC
Optimal Capital Advisors is a boutique investment consulting and wealth management firm delivering a family office-style experience for individual investors and families, and as an OCIO/turnkey partner for advisors. The team emphasizes risk management and avoiding meaningful drawdowns, using open-architecture portfolios with expertise integrating alternatives alongside traditional core allocations. They also provide access to institutional-quality direct private investments.
Team overview
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Accredited Investors
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOSEPH PATRICK BATCHA III III
Chief Compliance Officer, PRINCIPAL
- CRD
- #1286067
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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Isaac J Russell
Associate
- CRD
- #7067225
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,931,878 | $537,811 |
| Non-Discretionary | $0 | -- |
| Total | $119,931,878 | $537,811 |
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Separately Managed Accounts
Total SMA Asset: $119,931,878
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,492,715,820 | 28.5% |
| Public Funds | $460,908,744 | 8.8% |
| Equity - Exchange | $591,848,728 | 11.3% |
| Cash | $1,461,290,223 | 27.9% |
| Other | $1,230,835,852 | 23.5% |
| Total | $5,237,599,367 | 100.0% |