TrueAdvisor
TrueAdvisor
CS
CS

Clinton Steinhoff

Optima Capital Management
6 Years of Experience
Fort Lauderdale, FL
1 Disclosure
View SEC Summary
View SEC Summary

Clinton Steinhoff is a registered investment advisor at Optima Capital Management, based in Fort Lauderdale, FL, with 6 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 215 clients with $150M in assets under management.

Optima Capital Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
215 clients
Average Client Portfolio
$699K average
Assets Under Management
$150.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable. Retirement plan services follow a separate tiered schedule ranging from 0.25% to 1.00% based on plan assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Fort Lauderdale, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2026
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Optima Capital Management
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2016 - October 2017 · 1 yr
Morgan StanleyBroker
October 2016 - October 2017 · 1 yr
State Registrations4 states
AZFLOHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Fort Lauderdale, FL →All financial advisors in Florida →