OPTIMA CAPITAL LLC

500 Sw 116th Ave.
Beaverton, Oregon 97225
Tel: 503-270-1314

About OPTIMA CAPITAL LLC

OPTIMA CAPITAL LLC, formally registered with the SEC as OPTIMA CAPITAL LLC. The firm was established in 04/05/2021. They have over 4 offices throughout the country.

OPTIMA CAPITAL LLC is a Beaverton, Oregon based Financial Planning firm with nearly $247,698,070 assets under management, offering retirement planning & investment advisory services to 1375 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310146
SEC#	801-120712
Assets Managed by Firm	$247,698,070
No. of Clients	1375
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1375	$247,698,070
Individuals (other than high net worth individuals)	614	$150,371,134
High net worth individuals	47	$97,326,936

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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