Fee-only adviser · Beaverton, OR
Optimum Capital Strategies
Optimum Capital Strategies is a fee-only investment adviser registered with the securities regulator of Oregon, with its main office in Beaverton, Oregon. On its latest Form ADV, filed May 18, 2026, it reports $34M in regulatory assets under management, 50 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Oregon |
|---|---|
| Firm CRD number | 148483 |
| Office | 4900 SW Griffith Drive #269 Beaverton, OR 97005 |
| Phone | (971) 250-0300 |
| Website | www.investocs.com |
| Regulatory assets under management | $34M |
| Individual clients | 35 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Beaverton
- Roi Financial $264M
- Grange Capital, LLC $217M
- Erlandson Wealth Management $68M
- Defined Wealth Management, LLC $254M
- Capitol Family Office, Inc. $136M
- Main Avenue Financial Services, LLC $102M
See all 15 fee-only advisers in Beaverton →
Nearby
- Tigard 4 firms
- Lake Oswego 34 firms
- Portland 58 firms
- Tualatin 2 firms
- Hillsboro 4 firms
- Milwaukie 1 firm
- West Linn 4 firms
- Wilsonville 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Optimum Capital Strategies? Update this listing.