David Michael Evans
Investment adviser representative at Optima Capital LLC
14 yearsExperience
2 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
14 years in the industry.
- Optima Capital LLCDec 2020 to now
- Premier NetworkSep 2015 to now
- Premier Financial Partners, LLCJan 2013 to Dec 2020
- Royal AllianceOct 2012 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6126305
- Firm CRD
- 310146