Clinton Steinhoff has been an investment adviser representative at Optima Capital Management since May 2021, and is not listed among the firm’s executive officers or direct owners. Clinton Steinhoff holds a Degree in Business Law from W.P. Carey School of Business, Arizona State University.
Optima Capital Management LLC is a Tempe, AZ firm with $150M under management, 215 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Clinton Steinhoff is Partner and Wealth Management Advisor at Optima Capital Management. Clinton is a portfolio manager who leads the firm's Retirement Plan Division, overseeing the implementation, ongoing management and investment strategies of retirement plans. He serves corporate, public sector, and not-for-profit organizations across the United States.
Clinton Steinhoff’s longest registration is the current one, 5 years at Optima Capital Management since 2021. Before joining Optima Capital Management in 2021, Clinton Steinhoff was registered through Morgan Stanley.
- Optima Capital ManagementCurrent– present · 5 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 306036
- Morgan Stanley– · under a yearOak Brook, IL · Adviser representative · Firm CRD 149777
Professional designations
Listed by Optima Capital Management
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Clinton Steinhoff is registered as an investment adviser representative in 4 states. The first approvals date from May 2021; the most recent is Ohio, in July 2026.
- ArizonaSince 6 May 2021
- FloridaSince 14 April 2026
- OhioSince 29 July 2026
- TexasSince 19 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 October 2016 |
| Series 66 | Uniform Combined State Law Examination | 19 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Clinton Craig Steinhoff
- CRD
- 6664344
- Firm
- Optima Capital Management · CRD 306036
- Office
- Fort Lauderdale, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- optimacapitalmgt.com
Where does Clinton Steinhoff work?
Clinton Steinhoff is an investment adviser representative registered through Optima Capital Management LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Clinton Steinhoff a financial advisor?
Yes. Clinton Steinhoff has a current investment-adviser registration in Arizona, Florida, Ohio and Texas, through Optima Capital Management since May 2021.
How many years of experience does Clinton Steinhoff have?
Clinton Steinhoff has 6 years in the financial industry, since May 2020, across 2 adviser firms.
What exams has Clinton Steinhoff passed?
Clinton Steinhoff has passed 3 licensing exams: the Series 66, Series 7 and Series 65. The earliest, the Series 66, was passed in August 2016. FINRA credited Clinton Steinhoff with the SIE, which began in October 2018.
Where did Clinton Steinhoff work before Optima Capital Management?
Before Optima Capital Management, Clinton Steinhoff was registered through Morgan Stanley, October 2016 to October 2017.
Where is Clinton Steinhoff based?
Clinton Steinhoff’s registered office is in Fort Lauderdale, FL.
Is Clinton Steinhoff registered with FINRA?
No. Clinton Steinhoff has no current broker registration.
How can I verify Clinton Steinhoff’s record?
Search CRD 6664344 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clinton Steinhoff’s full registration record.
