David W. Bonifield

OPTIMIZED CAPITAL LLC

SCHERERVILLE, IN

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CRD#: 4568634

Professional summary

David William Bonifield is a registered financial advisor currently at OPTIMIZED CAPITAL LLC located in Schererville, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BONIVENTURES, INC; NON-INVESTMENT RELATED; 847 GLEN CREST DR, GLEN ELLYN, IL 60137; CONSULTING; PRESIDENT; 2003; 2 HRS/MONTH NON TRADING HOURS; A NON-INVESTMENT RELATED CONSULTING FIRM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Bonifield's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 22, 2025 - Present

OPTIMIZED CAPITAL LLC

RIA

CRD#: 333237

SCHERERVILLE, IN

Past

July 28, 2016 - May 20, 2024

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

CHICAGO, IL

Past

August 21, 2013 - October 14, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

OAKBROOK TERRACE, IL

Past

June 20, 2012 - July 30, 2013

KINGSBURY, LLC

CRD#: 147102

EVANSTON, IL

Past

November 23, 2010 - June 15, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

CHICAGO, IL

Past

May 22, 2009 - June 15, 2012

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

CHICAGO, IL

Past

June 18, 2008 - October 22, 2008

CAPITAL CITY SECURITIES, LLC

CRD#: 146001

POWELL, OH

Past

March 26, 2008 - August 29, 2008

MEMPHIS CAPITAL

CRD#: 8564

MEMPHIS, TN

Past

May 12, 2005 - March 14, 2008

ALARON FINANCIAL SERVICES

CRD#: 45416

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/14/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/26/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2006

General Securities Principal Examination

Current Firm

OPTIMIZED CAPITAL LLC

CRD#: 333237 / SEC#:

Illinois

Registered Investment Advisory firm - (12/16/2024 Approved)

Indiana

Registered Investment Advisory firm - (10/7/2025 Approved)

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Contact information

Main Address

Schererville, IN

Mailing Address

Phone number

(312) 263-1590

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 50,860,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David W. Bonifield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Bonifield's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOURSTAR WEALTH ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

KINGSBURY, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

CAPITAL CITY SECURITIES, LLC

MEMPHIS CAPITAL

ALARON FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2016

Series 63

Date: 9/25/2003

SIE

Date: 10/14/2015

Series 3

Date: 7/14/2012

Series 7

Date: 8/26/2003

Series 24

Date: 2/17/2006

Current Firm

OPTIMIZED CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPTIMIZED CAPITAL LLC

TRUST BUT VERIFY

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