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OPTIMIZED CAPITAL LLC

Advisory

IL

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in IL

#1,144

of 1,719 advisers by AUM

Average account

$6M

across 10 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$63M

Discretionary AUM$4M

Non-Discretionary AUM$59M

Discretionary %6.2%

Total Clients10

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, IN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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