# OPTIMUM INVESTMENT ADVISORS, LLC

OPTIMUM INVESTMENT ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 105182
- Type: SEC-registered investment adviser
- SEC file number: 801-35773
- Location: 20 S. CLARK STREET, SUITE 2130, CHICAGO, IL, 60603
- Phone: 312-782-1515
- Latest filing: 2025-03-24
- Regulatory AUM: $321.8M
- Discretionary AUM: $293.4M
- Non-discretionary AUM: $28.4M
- Clients: 5
- Accounts: 426

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Terry Michael Mccaffrey | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MCCAFFREY TERRY MICHAEL | CHAIRMAN AND CHIEF EXECUTIVE OFFICER; CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| GOODWIN ANDREW JACKSON | CHAIRMAN; CHAIRMAN AND CHIEF COMPLIANCE OFFICER; CHAIRMAN/CCO (+4 more) | — |
| BOKHOF H STEEL | MEMBER; SHAREHOLDER; VICE CHAIRMAN | — |
| PINSONEAULT KEITH FRANCIS | MEMBER; PRESIDENT | — |
| WINKLE MICHAEL ALLEN | STRATEGIST | — |
| KATAUSKAS MICHELLE JOY | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| BOKHOF H | VICE CHAIRMAN | — |
| MALYSIAK EDWARD JOSEPH | SR EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105182/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105182/similar
- Related entities: https://search.stillhousedata.com/firm/105182/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105182

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.