Robert Wayne Larsen
Investment adviser representative at Optima Capital LLC
25 yearsExperience
3 statesRegistered in
$379.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Optima Capital LLCAug 2022 to now
- Optima Capital dba Inheritance ManagementAug 2022 to now
- Purshe Kaplan Sterling InvestmentsAug 2022 to now
- Inheritance Management, IncSep 2001 to now
- Optima Capital LLCSep 2019 to Jul 2020
- Royal Alliance Associates, Inc.Nov 2018 to Apr 2022
- Signator Investors, Inc.May 2016 to Nov 2018
- Zahorik Financial & Insurance ServicesOct 2010 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Optima Capital LLC
$379.8MAssets managed
672Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4457629
- Firm CRD
- 310146