Christian Orms is a CFA-designated registered investment advisor at Optima Capital Management, based in Billings, MT, with 18 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiated considering the amount of assets under management, nature of those assets, the services provided, and other factors.
Fee Estimator
Location
404 N. 31st Street, Suite 112, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christian is the president of Montana Pure Protein, an issuer of securities, since 2020. He spends about half his time operating this business, sometimes during trading hours.
Employment History
Current Registrations
Optima Capital Management
Previous Registrations
Horizon Capital Partners LLC
State Registrations2 states
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.