# OPTIMA ASSET MANAGEMENT INC

OPTIMA ASSET MANAGEMENT INC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106095
- Type: SEC-registered investment adviser
- SEC file number: 801-52409
- Location: 8144 WALNUT HILL LANE, SUITE 1180, DALLAS, TX, 75231
- Phone: 972-726-0400
- Latest filing: 2026-02-27
- Regulatory AUM: $657.4M
- Non-discretionary AUM: $657.4M
- Clients: 2
- Accounts: 273

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Archie Alba Ponce | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Paul Alan Lightfoot | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JONES JACK LEWIS | CEO/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT, CEO/CCO | — |
| STALNAKER WALTER DAVID | PRESIDENT | — |
| PONCE ARCHIE ALBA ALBA | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | — |
| LIGHTFOOT PAUL ALAN | EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106095/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106095/similar
- Related entities: https://search.stillhousedata.com/firm/106095/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106095

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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.