Unclaimed Profile

George Brailsford Wislar

OPTIMAL CAPITAL ADVISORS, LLC·TRAVERSE CITY, Michigan

Series 7, Series 63, Series 6524 years registeredOPTIMAL CAPITAL ADVISORS, LLC

12935 SW BAYSHORE DR, TRAVERSE CITY, MI 49684CRD# 1283124Firm CRD# 144719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Brailsford Wislar · TRAVERSE CITY, MI

Registration

CRD #1283124 · OPTIMAL CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Mar 2020 – present

ACUITY WEALTH MANAGEMENT, LLC

Sep 2013 – Jul 2020

HOPEWELL, NJ

OPTIMAL CAPITAL ADVISORS, LLC

Oct 2010 – Aug 2013

TRAVERSE CITY, MI

WISLAR INVESTMENT MANAGEMENT, LLC

Apr 2008 – Dec 2009

PRINCETON, NJ

WISLAR WEALTH MANAGEMENT, LLC

Jul 2007 – Aug 2013

HOPEWELL, NJ

USF ADVISORS, LLC

Sep 2006 – Nov 2007

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Jun 2002 – Sep 2006

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 27, 2002

Years registered · 24

Disclosure History

1991Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OPTIMAL CAPITAL ADVISORS, LLC

CRD 144719 · SEC 801-68219

AUM

$117M

Regulatory assets under management

Employees

317 client accounts

Services offered by OPTIMAL CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIMAL CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Brailsford Wislar offer?

George Brailsford Wislar specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are George Brailsford Wislar's credentials?

George Brailsford Wislar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Brailsford Wislar located?

George Brailsford Wislar is based in TRAVERSE CITY, Michigan, working with OPTIMAL CAPITAL ADVISORS, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does George Brailsford Wislar charge for services?

George Brailsford Wislar's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMAL CAPITAL ADVISORS, LLC?

OPTIMAL CAPITAL ADVISORS, LLC has approximately 3 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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