RIA Intel›Advisers›Montana›OPTIMA CAPITAL MANAGEMENT, INC.

OPTIMA CAPITAL MANAGEMENT, INC.

Advisory

BILLINGS, MT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$799K
across 46 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMT, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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GLACIERWEALTH, INC.
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0.0% 1Y
CRESCENT CAPITAL MANAGEMENT CO
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-13.5% 1Y

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