OPTIMA CAPITAL MANAGEMENT

OPTIMA CAPITAL MANAGEMENT of BILLINGS, MT is an SEC-registered investment adviser (CRD 132775). Regulatory assets under management: $36.8M.

Registration

• CRD: 132775
• Type: Registered investment adviser
• Location: 404 N. 31ST STREET, BILLINGS, MT, 59101
• Phone: 406-208-0208
• Latest filing: 2026-03-26
• Regulatory AUM: $36.8M
• Discretionary AUM: $36.8M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132775 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search