Optima Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$379,676,274
Clients
671
Advisors
6
across 4 offices
About
Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting to individuals, charitable organizations, and corporations. The firm’s brochure reports $292,800,549 in discretionary assets under management as of December 31, 2024 and a general account minimum of $50,000 (which may be waived).
Investment advice is tailored and delivered primarily through ETF and mutual fund strategies, model portfolios (including those from unaffiliated third‑party managers), and a mix of analytical methods such as modern portfolio theory, fundamental, technical and cyclical analysis. The brochure notes the firm may use derivatives, options, leveraged ETFs and digital assets in client accounts when appropriate, and that it currently uses AI tools for operational and client‑service functions (not for investment selection).
What distinguishes Optima Capital from many peers is its affiliation with Premier Network, a group of related entities that provide CPA services, tax planning, insurance and employee‑benefit services, and other financial‑industry activities; several associated persons also act as insurance agents and registered representatives with an independent broker‑dealer. Those relationships and associated referral and compensation arrangements are disclosed in the ADV and may present conflicts of interest, which the firm states clients are under no obligation to accept.
Client services
Expertise
Occupation focus
Fee options
Fixed fees possible for financial planning depending on plan scope and complexity.
up to 1.50% annually (negotiable, billed quarterly in advance, pro rata if mid-quarter)
Insurance products commissions and securities sales commissions via registered representatives; separate from advisory fees.
$250/hour, negotiable depending on service scope.
Account minimum: $50,000 Fee-only: Financial planning and advisory consulting at $250 per hour (negotiable), fixed fees for financial planning also possible.
Main office
See office500 SW 116th Ave., Suite 400
Beaverton OR 97225
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · Idaho · Indiana · Kansas · Louisiana · Missouri · Oregon · Texas · Washington
Also doing business as
Optima Capital LLC · Premier Network
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Tobin W
CFP®, Series 63, Series 65
Azusa, CA
Optima Capital LLC
Tobin Wills is a CFP® with 31 years of industry experience, currently serving at Optima Capital LLC. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Zahorik Financial and Insurance Services. Outside of finance, he is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a range of investment strategies including ETFs, mutual funds, and model portfolios, and employs analytical methods such as modern portfolio theory and fundamental analysis.
Bradley J
Series 66
Liberty, MO
Optima Capital LLC
Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.
David E
Series 66
Liberty, MO
Optima Capital LLC
David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.
Justin B
CFP®, Series 63, Series 65
Beaverton, OR
Optima Capital LLC
Justin Boggs is a CFP® professional with 13 years of experience currently serving at Optima Capital LLC since 2019. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Zahorik Financial and Insurance Services, Inc. He is also an independent licensed insurance agent focusing on annuities and life insurance. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and fundamental analysis, and incorporates AI tools for operational purposes.
Robert L
Series 63, Series 65
Visalia, CA
Optima Capital LLC
Robert Larsen is a financial advisor with Optima Capital LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience with prior roles at firms including Purshe Kaplan Sterling Investments and Royal Alliance Associates. Larsen is also president of Inheritance Management, Inc., and serves on the Deacon Board of Faith Baptist Church. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs tailored investment strategies that include ETFs, mutual funds, and model portfolios, and integrates analytical methods such as modern portfolio theory and technical analysis.
Kyle H
Series 65
Visalia, CA
Optima Capital LLC
Kyle Harvey is a financial advisor at Optima Capital LLC with a Series 65 designation and three years of industry experience. He has held roles at Optima Capital and Robert Larsen since 2022, and previously worked in administrative and media positions from 2014 to 2022. Outside of advising, he serves as an office administrator for Robert Larsen, dedicating part of his professional time to administrative support. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETF and mutual fund portfolios, model portfolios, and multiple analytical methods, and is affiliated with Premier Network, offering additional financial industry services such as CPA, tax planning, and insurance.
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