RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• A•••• B••••
- Business email
- justin@optimacapitalllc.comreportedoptimacapitalllc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- O••••• C•••••• L•• independent RIA currentsince Sep 14, 2020 · Beaverton, Or
- O••••• C•••••• L•• unclassifiedNov 13, 2019 to Nov 6, 2020 · Hillsboro, Or
- O•••• W•••••• I••• BD affiliatedNov 2, 2018 to Jun 17, 2020 · South Pasadena, Ca
- S••••••• I••••••••• I••• formerMay 13, 2016 to Nov 2, 2018 · South Pasadena, Ca
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedSep 17, 2014 to May 13, 2016 · Pasadena, Ca
- O••••• C•••••• L•• to O••••• C•••••• L••left Nov 6, 2020, registered Sep 14, 2020 (-53 days) · Other
- O•••• W•••••• I••• to O••••• C•••••• L••left Jun 17, 2020, registered Nov 13, 2019 (-217 days) · Other
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- T••••••••• F•••••••• A•••••••• L•• to S••••••• I••••••••• I•••left May 13, 2016, registered May 13, 2016 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address