Optima Capital Management

Overview

Optima Capital Management is a state registered investment adviser based in Billings, MT, registered since 2004. It reports $36.8M in assets under management across 46 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$36.8M

Discretionary

100%

Accounts

46

Average account

$799K

Employees

1

Advisory reps

1

Registered since

2004

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 1 of 1

• Christian George Orms President, Chief Compliance Officer CRD 2353531

Advisory reps 1 of 1

• Christian George Orms Investment Adviser Rep CRD 2353531

Location

Headquarters

404 N 31st St Ste 112
Billings, MT 59101

County

Yellowstone

Metro area

Billings, MT

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: optimacapitalmanagement.com

Every state, with registration dates

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