OPTIMA CAPITAL LLC
SEC RegisteredMore Life for Your Money
About the firm
Premier Network is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, help protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advice, tax preparation, CPA services (tax planning, accounting, bookkeeping, payroll, financial statements), personal and commercial insurance (property & casualty, home, auto, umbrella, professional liability), health and life insurance (group, marketplace, Medicare supplement, long-term care, disability), employer benefits, 401k plans, charitable planning, employer stock strategies, and agriculture services.
Who they serve
Individuals, families, and businesses, including employers, agriculture businesses, corporations, trusts, and nonprofits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 590 | $201M |
| High Net Worth Individuals | 81 | $179M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $499,000 | 1.00% |
| $500,000 - $999,999 | 0.90% |
| $1,000,000 - $1,999,999 | 0.80% |
| $2,000,000 - $4,999,999 | 0.70% |
| $5,000,000 and above | 0.60% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OPTIMA CAPITAL LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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