A complete list of active advisors currently associated with Optimal Capital Advisors, LLC

Warmer can help you find a great advisor at Optimal Capital Advisors, LLC or one who fits your needs even better.

Optimal Capital Advisors, LLC is an SEC‑registered advisory firm that manages roughly $120 million for about 127 clients and provides discretionary investment management, financial planning and consulting, sub‑advisory services, and corporate consulting. The firm also sponsors and manages pooled private investment vehicles and offers access to a hedge‑fund platform through its Optimal Alternative Titans program on the Crystal Capital platform. Portfolios are constructed using a dynamic blend of strategic and tactical asset allocation and may include diversified multi‑asset strategies (Risk‑managed Global Multi‑Asset/Endowment strategies), a systematic risk‑parity All‑Weather approach, a Hard Assets strategy, and income‑generation mandates; the brochure describes the use of quantitative optimization, computer models, options strategies, and occasional leverage. Reporting and operations leverage third‑party vendors (for example, Orion for multi‑custodial reporting and trading), and clients receive quarterly reviews and performance reporting. The firm’s brochure discloses several activities that distinguish it from many peers: it acts as managing member or sponsor of numerous private funds, serves as a private fund sub‑adviser, and charges performance‑based fees (carried interest) for certain private vehicles structured under the Advisers Act exemptions. The materials also disclose corporate consulting and private equity arrangements where compensation can include warrants or options rather than only cash, and certain platform allocations require qualified‑purchaser or high minimum investments (for example, minimums on the Crystal Capital platform), with investors directed to review offering and performance disclosures, including hypothetical performance presentations, before investing.

To learn more about the advisors currently working at Optimal Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.