Todd Michael Bendell
Investment Adviser Representative at Optima Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Michael Bendell is an investment adviser representative with Optima Capital Management in Tempe, AZ, where they have been registered since 2019. They have worked in the securities industry since 2013 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill LynchFeb 2013 – Sep 2019Scottsdale, AZ
- Optima Capital ManagementSep 2019 – no end date reportedScottsdale, AZ
- Amphibian CapitalJun 2021 – no end date reportedTempe, AZ
- Merrill LynchFeb 2018 – Sep 2019Scottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Optima Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.015
- Portfolio Management - All Assets1.50%
- Retirement Plan - $0 to $1 Million1.00%
- Retirement Plan - $1 Million to $10 Million0.50%
- Retirement Plan - $10 Million+0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tempe, AZ
- SEC file number:
- 801-131999
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 22, 2026
View full firm profileOther advisors at Optima Capital Management
3 other advisors in the directory
Similar advisors in Tempe, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Michael Bendell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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