# Jonathan Elliott

> Jonathan Elliott is a fee-only financial advisor at Optima Capital Management in Tempe, Arizona. Optima Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-elliott/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Optima Capital Management
- **Based in:** Tempe, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $150.3M across 427 accounts
- **CRD:** 4641046 (https://adviserinfo.sec.gov/individual/summary/4641046)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.optimacapitalmgt.com

## Frequently asked questions

### Is Jonathan Elliott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Optima Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Optima Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jonathan Elliott based?

Jonathan Elliott is based in Tempe, Arizona.

### Is Jonathan Elliott registered with the SEC?

Yes. Jonathan Elliott is registered as an investment adviser representative in AZ and TX (CRD 4641046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Optima Capital Management manage?

Optima Capital Management reports $150.3M across 427 accounts in assets under management.

### How do I contact Jonathan Elliott?

Through Jonathan's website, www.optimacapitalmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4641046): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.optimacapitalmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.