Visalia, CA Office
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Optima Capital LLC
Team
Firm-wide stats for Optima Capital LLC
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.
Based on Optima Capital LLC
Expertise
Based on Optima Capital LLC
Location
3745 W Caldwell Ave., Suite F
Visalia CA 93277
Advisors at this office
2
Advisors at this office
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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