Optima Capital Management, Inc.
Optima Capital Management, Inc. is a RIA based in San Antonio, TX with $252M in AUM.
Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
19134 Stone Oak Parkway
|Other Offices Address
|19134 Stone Oak Parkway
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets