A complete list of active advisors currently associated with Optimized Capital LLC
Warmer can help you find a great advisor at Optimized Capital LLC or one who fits your needs even better.
Optimized Capital LLC provides financial planning, portfolio management, and retirement-plan consulting to a small set of clients that includes individuals (including high-net-worth clients), corporations, and pension or profit-sharing plans. The firm reports managing about $62.6 million in client assets across five client relationships and generally requires a $500,000 account minimum (which may be waived). The firm constructs customized model portfolios with an emphasis on asset allocation and may use fundamental, technical, and long-term strategies, with periodic rebalancing. Although its management agreement allows for discretionary trading, the brochure shows the firm manages $3.88 million on a discretionary basis and $58.696 million on a non-discretionary basis as of January 1, 2026, indicating most assets are managed in a non-discretionary, advisory capacity. Distinctive features disclosed in the brochure include that the firm’s principal maintains a licensed insurance practice and may receive commissions for insurance product sales, and that the firm provides ERISA 3(21) and 3(38) services for retirement plans. The firm also notes it was newly registered as an investment adviser in December 2024 and recommends Charles Schwab as its custodian, from which it receives certain economic benefits.
To learn more about the advisors currently working at Optimized Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Schererville, IN
| 9
| |
Schererville, IN
| 20
|
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