RIA Intel›Advisers›Michigan›OPTIMAL CAPITAL ADVISORS, LLC

OPTIMAL CAPITAL ADVISORS, LLC

Advisory

N·TRAVERSE CITY, MI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$120M
1-Year AUM Growth
+2.1%
3-Year CAGR
+1.9%
Employees
2
Assets Under Management
Total AUM$120M
Discretionary AUM$120M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients131
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingJul 23, 2007
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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