Clinton Craig Steinhoff
Investment adviser representative at Optima Capital Management
10 yearsExperience
4 statesRegistered in
$150.3MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Optima Capital ManagementOct 2020 to now
- Data AxleOct 2017 to Dec 2024
- Morgan Stanley Private Bank, N.A.Nov 2016 to Oct 2017
- Morgan StanleyJun 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, OH, TX).
Optima Capital Management
Legal name: Optima Capital Management LLC
$150.3MAssets managed
215Clients
3Advisers
1 yearIn 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
- 6664344
- Firm CRD
- 306036