# OPTIMA CAPITAL MANAGEMENT

OPTIMA CAPITAL MANAGEMENT of BILLINGS, MT is an SEC-registered investment adviser.

## Registration

- CRD: 132775
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132775/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132775/similar
- Related entities: https://search.stillhousedata.com/firm/132775/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132775

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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.