OPTIMIZED CAPITAL LLC

OPTIMIZED CAPITAL LLC is an SEC-registered investment adviser (CRD 333237). Regulatory assets under management: $62.6M.

Registration

• CRD: 333237
• Type: Registered investment adviser
• Phone: 312-263-1590
• Latest filing: 2026-02-19
• Regulatory AUM: $62.6M
• Discretionary AUM: $3.9M
• Non-discretionary AUM: $58.7M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 333237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search