Optimal Capital Advisors, LLC

Optimal Capital Advisors, LLC (CRD# 144719) is a financial advisory firm headquartered in Traverse City, MI. They manage $262,060,447 in 252 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $1,039,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MI, NV

Financial Advisors at Optimal Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frances N. Stacy
CRD#: 6884035
Tahoe City, CA
87
Wealthminder
score

Frances Stacy (CRD# 6884035) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Tahoe City, CA and has 1 year of experience in the finance industry.

2
Joseph P. Batcha Iii
CRD#: 1286067
12935 Sw Bayshore Dr, Suite 305, Traverse City, MI 49684
68
Wealthminder
score

Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 33 years of experience in the finance industry.

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