OPTIMAL PLANNING LLC

OPTIMAL PLANNING LLC of CONCORD, NC is an SEC-registered investment adviser (CRD 283885). Regulatory assets under management: $43.4M.

Registration

• CRD: 283885
• Type: Registered investment adviser
• Location: 1028 LEE-ANN DRIVE, CONCORD, NC, 28025
• Phone: 704-782-7233
• Latest filing: 2026-03-31
• Regulatory AUM: $43.4M
• Discretionary AUM: $40.8M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 146

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search