OPTIMAL CAPITAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$119,931,878
Discretionary
$119,931,878
Non-discretionary
$0
Firm details
- CRD number
- 144719
- SEC file number
- 801-68219
- Main office
- TRAVERSE CITY, MI, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.