# Optimo Capital

> Optimo Capital is a state-registered investment advisory firm in San Francisco, CA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated September 4, 2026.

- CRD: 288421
- Filed as: OPTIMO CAPITAL
- Legal name: Optimo Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288421
- AdvisorCensus page: https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421

## Quick answers

**How is Optimo Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Optimo Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Optimo Capital located?**
Optimo Capital's principal office is in San Francisco, CA, according to its Form ADV.

**Is Optimo Capital registered with the SEC or a state?**
Optimo Capital is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288421.

**Does Optimo Capital 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/288421

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimo Capital (CRD 288421): Form ADV filing data as of October 2026.