Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?

Financial ADVSR advisor directory · SEC adviser records

Optima Capital LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Optima Capital LLC office in Oregon, by city and A to Z.

4 registered advisors work at Optima Capital LLC in Oregon, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Beaverton (4). 1 list the CFP designation and 1 are also registered broker representatives.

Optima Capital LLC advisors by city in Oregon

Every firm in Oregon →

Beaverton 4

Optima Capital LLC advisors in Oregon, A to Z

Search by name →

Optima Capital LLC advisors in every state →Optima Capital LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Optima Capital LLC financial advisors are in Oregon?

4 investment adviser representatives are registered at Optima Capital LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Oregon does Optima Capital LLC have the most advisors?

Beaverton, with 4. Optima Capital LLC has advisors in 1 city in Oregon.

How do I check a Optima Capital LLC advisor in Oregon?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Optima Capital LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.