Optimized Capital Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 333237
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· www.optimizedfinsncialstrategies.com
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $62.6M
- Discretionary
- $3.9M
- Clients
- 10
- Avg AUM / client
- $6.3M
- Accounts
- 10
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $2.4M | 3.8% |
| High net worth individuals | 1 | $1.5M | 2.4% |
| Pension and profit sharing plans | 5 | $58.7M | 93.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gene Joseph Witt | Registered representative | CFP | Dec 2024 (2y) | |
| David William Bonifield | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $62.6M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗