OC
OPTIMA CAPITAL LLC
SEC RegisteredBEAVERTON, ORhttps://premier.network503-270-1314
Assets Under Management
$100M–$500M
Employees
7
Office Locations
4 offices
Total Accounts
1581
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 590 | $201M |
| High Net Worth Individuals | 81 | $179M |
5 total clients reported on Form ADV.
Leadership
Justin Allen Boggs
MANAGING MEMBER/CHIEF OPERATING OFFICER
Tobin Dennis Wills
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Office locations
4 offices in 3 states
OR
BEAVERTONHQ
MO
LIBERTY
CA
VISALIA
Advisors at this firm
5 advisors in the directory
Justin Allen Boggs
Investment Adviser Representative
Kyle Brendan Harvey
Investment Adviser Representative
Bradley A Johannes
Investment Adviser Representative
Robert Wayne Larsen
Investment Adviser Representative
Tobin Dennis Wills
Investment Adviser Representative
Regulatory & compliance
CRD number
#310146
SEC Number
801-120712
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $50,000 (waivable)
| 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
Website
premier.networkPhone
503-270-1314Find an advisor that fits
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Editorial disclosure
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.