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Optima Capital Management, Inc.

Optima Capital Management, Inc. is a RIA based in San Antonio, TX with $252M in AUM.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$251.8M
Total Assets
226
Accounts
$1.1M
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.

Ownership

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*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

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Name Title Tenure Date
Benjamin Jorge Lopez Vice President 05/01/2011
Luis Montes-De-Oca President/Chief Compliance Officer 07/01/1995

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
19134 Stone Oak Parkway
San Antonio , TX 78258
Phone Number: 210-497-4488
Other Offices Address City State Zip
19134 Stone Oak Parkway San Antonio TX 78258

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees