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Managing Member/chief Compliance Officer · Optima Capital LLC

Tobin D. Wills

CRD 2563557 · Named on Form ADV at one SEC-registered adviser

At a glance

Optima Capital LLC, an SEC-registered wealth manager based in Beaverton, OR with $380 million in regulatory assets, lists Tobin D. Wills on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Optima Capital LLCManaging Member/chief Compliance OfficerWealth manager · Beaverton, OR · $380M in regulatory assets

AtlasMembers

Tobin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tobin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.