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OPTIMA CAPITAL LLC

BEAVERTON, OR · CRD 310146 · IAPD ↗ · premier.network · 503-270-1314

$379.8MRegulatory AUM
7Advisory reps
7Employees
5Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — OPTIMA CAPITAL LLC changed its website from optimacapitalllc.com to premier.network.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2026 — OPTIMA CAPITAL LLC reported RAUM up 30% ($292.8M -> $379.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
December 2025 — OPTIMA CAPITAL LLC notice-filed in ID, IN, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — OPTIMA CAPITAL LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — OPTIMA CAPITAL LLC moved its main office from HILLSBORO, OR to BEAVERTON, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2024 — OPTIMA CAPITAL LLC reported RAUM up 54% ($161.1M -> $247.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.