# Optimal Investment Performance, LLC

> Optimal Investment Performance, LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 326155
- Filed as: OPTIMAL INVESTMENT PERFORMANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326155
- AdvisorCensus page: https://advisorcensus.com/firm/optimal-investment-performance-llc-326155

## Quick answers

**How is Optimal Investment Performance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optimal Investment Performance, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Optimal Investment Performance, LLC registered with the SEC or a state?**
Optimal Investment Performance, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 326155.

**Does Optimal Investment Performance, LLC 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/326155

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimal Investment Performance, LLC (CRD 326155): Form ADV filing data as of October 2026.