Opima Capital Management, LLC
Firm details
- Headquarters
- Ocoee, Florida
- CRD number
- 343836
- Registered since
- September 16, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Opima Capital Management, LLC is a limited liability company that registered with the SEC in 2026 and is owned by an individual. FINTRX classifies the firm as unclassified and flags it as a capital allocator. The adviser is newly formed and not listed as a multi-state or related adviser. The firm does not identify as an active ESG investor. The firm's stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Ocoee, FL
Orange
Location
Ocoee, FL
Headquartered in Ocoee, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 2700 Old Winter Garden Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stonex International Advisors Inc
RIAMiami, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
RIAGainesville, FL
Lulla Wealth Financial
RIAVero Beach, FL
Eagle Equity Holdings, LLC
RIACape Coral, FL
369 Financial LLC
RIAJacksonville, FL
O'Toole Strategic Investments LLC
RIALongwood, FL