# Optima Capital Management

> Optima Capital Management is a state-registered investment advisory firm in Billings, MT, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 132775
- Filed as: OPTIMA CAPITAL MANAGEMENT
- Legal name: Optima Capital Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Billings, MT
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132775
- AdvisorCensus page: https://advisorcensus.com/firm/optima-capital-management-billings-mt-132775

## Quick answers

**How is Optima Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Optima Capital Management reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Optima Capital Management located?**
Optima Capital Management's principal office is in Billings, MT, according to its Form ADV.

**Is Optima Capital Management registered with the SEC or a state?**
Optima Capital Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132775.

**How much does Optima Capital Management manage?**
Optima Capital Management reports $36,770,920 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Optima Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (7).

**Does Optima Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132775

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $36,770,920
- Discretionary: $36,770,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,472,626 |
| High net worth individuals | 7 | $33,298,294 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optimacapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optima Capital Management (CRD 132775): Form ADV filing data as of October 2026.