Optimist Capital

RIAState RegisteredEst. 2018

Total AUM

$96.7M

Discretionary

$96.7M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Palm Beach Gardens, Florida
CRD number: 292023
Registered since: February 2, 2018
Website: optimistcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.94%
Pension & Profit Sharing Plans12.61%
Individuals6.21%
Corporations / Businesses1.91%
Charitable Organizations1.33%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Optimist Capital is an independent RIA organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services, as reported on the firm filing, include financial planning, portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is newly formed and is state-registered in California and Florida. The filing indicates Optimist Capital does not position itself as a capital allocator and does not identify as an active ESG investor.