RIA Intel›Advisers›Oregon›OPTIMUM CAPITAL STRATEGIES LLC

OPTIMUM CAPITAL STRATEGIES LLC

Advisory

BEAVERTON, OR

Data as of May 18, 2026 · Source: SEC Form ADV

Average account

$322K

across 104 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

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

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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

50 clients

15 high-net-worth

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

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Advisers of similar size in OR

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

VINTAGE ASSET MANAGEMENT, LLC

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SERENE POINT ADVISORS LLC

$33M

WYCHICK INVESTMENT ADVISORS, INC.

$33M

SUSAN A. NESTOR, P.C.

$33M

BURNSIDE AND CO.

OREGON CITY, OR

$35M

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