O
CRD: 333237
Optimized Capital LLC
Schererville, IN
3122631590
$62.6M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 12-16-2024
- Office Locations
- 1
Office Locations
-- Schererville IN
About Optimized Capital LLC
Optimized Capital LLC is a Schererville-based RIA. The firm has been operating for 1 years. Managing $62.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and US Bank. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
63 AVG AGE
$31.3M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge
Client Personas
Meridian frontier
Investment Themes
Pioneer
Investment Vehicles
Frontier
Platform
Glacier
Services
Eagle Vertex Wave Harbor vector
Technology
Summit
Owner & Executives
G
GENE JOSEPH WITT
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4984502
- Ownership
- 75% or more
(748) 884-4094
eagle.focus@pioneercapital.com
in linkedin.com/in/glacier-peak
Showing 1 of 1 owners & executives
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D
DAVID WILLIAM BONIFIELD
--
- CRD
- #4568634
(652) 291-5168
delta.quantum@pathwaycapital.com
in linkedin.com/in/insight-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,880,000 | -- |
| Non-Discretionary | $58,696,018 | -- |
| Total | $62,576,018 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,576,018
Cash:
20.5% Equity - Exchange:
17.0% Equity - OTC:
12.5% Corporate - Investment Grade:
22.7% Public Funds:
17.1% Other:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,557,717,831 | 20.5% |
| Equity - Exchange | $1,291,766,006 | 17.0% |
| Equity - OTC | $949,827,946 | 12.5% |
| Corporate - Investment Grade | $1,724,887,549 | 22.7% |
| Public Funds | $1,299,364,630 | 17.1% |
| Other | $775,059,604 | 10.2% |
| Total | $7,598,623,566 | 100.0% |