Optimal Capital Advisors, LLC

$119.9MAssets under management
as of Mar 2026 · SEC Form ADV
Traverse City, MI
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Tech stack

No one at Optimal Capital Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Optimal Capital Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Millennium Trust
Per Form ADV · $76M held · filed Dec 2024
Fidelity
Per Form ADV · $27M held · filed Dec 2024
Portfolio Management