Jonathan Elliott
Optima Capital Management · Tempe, Arizona
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.
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Facts
| Firm | Optima Capital Management |
|---|---|
| Based in | Tempe, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $150.3M across 427 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 4641046 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.optimacapitalmgt.com |
| Profile |
How Jonathan's firm compares
- Optima Capital Management's average account is about $352,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Optima Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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