OPTIMIZED CAPITAL LLC

CRD 333237

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$62.6M

Discretionary AUM

$3.9M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

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Services

Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	4	$2.4M
High net worth individuals	1	$1.5M
Pension/profit sharing plans	5	$58.7M

All web addresses on file

Official SEC filing: View on IAPD