Optimo Capital
15yrs
More experience than 51% of advisors in San Francisco
Optimo Capital
San Francisco, CA. Legal name: Optimo Capital, LLC
About the firm
A registered investment advisory firm based in San Francisco, California. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?Not stated
Individual clientsNot stated
Median years of experience15
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Advisors at Optimo Capital
1Advisors
15Median years of experience
1States with offices
–Offices
Also known as
Optimo Capital, LLC
About Optimo Capital
How do I contact Optimo Capital?
Call the main office at 415-602-3127. The main office is at 2443 Fillmore St #380-1253, San Francisco, CA 94115.
How is Optimo Capital paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Optimo Capital offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Optimo Capital?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.