CRD: 119086
Optimist Retirement Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-2005
- Office Locations
- 2
Office Locations
About Optimist Retirement Group, LLC
Optimist Retirement Group, LLC is an RIA focused on helping individuals plan and manage self-funded retirement. The firm builds customized retirement income strategies designed to navigate market volatility, inflation, and economic uncertainty while incorporating legacy planning. It emphasizes fiduciary advice with concierge-style service and no extra fees. Custody includes Charles Schwab, and the team’s process is featured in founder Graham P. Williams’ “The New Retirement Income Portfolio.”
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRAHAM PATRICK WILLIAMS
Advisor, Managing Member
- CRD
- #2601211
- Ownership
- 50% but less than 75%
RYAN MICHAEL PALMER
Advisor, Chief Compliance Officer
- CRD
- #3143404
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,011,105 | $1,093,800 |
| Non-Discretionary | $264,918 | $132,459 |
| Total | $245,276,023 | $1,085,292 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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