Optimal Capital Advisors, LLC

Optimal Capital Advisors, LLC (CRD# 144719) is a financial advisory firm headquartered in Traverse City, MI. They manage $113,819,254 in 307 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $370,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MI, NY, TX

Financial Advisors at Optimal Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph P. Batcha Iii
CRD#: 1286067
12935 Sw Bayshore Dr, Suite 305, Traverse City, MI 49684

Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 39 years of experience in the finance industry.

2
Isaac J. Russell
CRD#: 7067225
12935 Sw Bayshore Dr, Suite 305, Traverse City, MI 49684

Isaac Russell (CRD# 7067225) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 4 years of experience in the finance industry.

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