Opima Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Opima Capital Management provides portfolio management and financial planning to both individual investors and institutional clients, including employer-sponsored retirement plans. The firm operates under written investment advisory agreements and offers both discretionary and non‑discretionary management consistent with common independent‑advisor practices.
Opima combines fundamental, technical, cyclical and economic analysis when developing investment recommendations and may engage sub‑advisors or third‑party managers to implement client strategies. It also offers retirement plan advisory and pension‑consulting services and explicitly acknowledges ERISA fiduciary responsibilities (Section 3(21) or 3(38)) when serving plan sponsors.
Noteworthy for a small, recently formed independent adviser, Opima emphasizes institutional and pension consulting capabilities that are comparatively uncommon among its peers, and it discloses procedures for monitoring third‑party managers. The firm also notes that its advisers are licensed insurance agents and that commissionable insurance sales and other third‑party arrangements represent potential conflicts that are managed through disclosure and internal policies.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.55% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $75,000,000: 0.35% $75,000,001 - $100,000,000: 0.25% $100,000,001+: Individually negotiated
Insurance commissions from selling insurance products are earned by some representatives and are separate from advisory fees
Account minimum: $5,000,000 Fee-only: Financial Planning fees generally range from $20,000 to $50,000, billed half in advance
Main office
2700 Old Winter Garden Road
Ocoee FL 34761
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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