# OPTIMA CAPITAL MANAGEMENT LLC

OPTIMA CAPITAL MANAGEMENT LLC of TEMPE, AZ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 306036
- Type: SEC-registered investment adviser
- SEC file number: 801-131999
- Location: 222 S MILL AVE, STE 800, TEMPE, AZ, 85281
- Phone: 480-757-9052
- Latest filing: 2026-04-22
- Regulatory AUM: $150.3M
- Discretionary AUM: $150.3M
- Clients: 4
- Accounts: 427

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Todd Bendell | CO-FOUNDER | Tempe, AZ |
| Jonathan Michael Elliott | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | — |
| Todd Michael Bendell | CO-FOUNDER | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306036/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306036/similar
- Related entities: https://search.stillhousedata.com/firm/306036/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306036

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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.