Optivest, Inc.
● SEC registered since 2008CRD 137070SEC# 801-68965San Juan Capistrano, CA
Reg. AUM
$319.4M
Employees
4
Accounts
422
Location
San Juan Capistrano, CA
Optivest, Inc. assets under management
Optivest, Inc. operates as an SEC-registered investment adviser based in San Juan Capistrano, CA. The firm has been registered since 2008. It reports $319.4 million in regulatory assets under management and employs 4 people.
Optivest, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie a Calhoun Revocable Living Trust Udt July 18, 2013 Control | Shareholder | Over 75% | 2024 |
| Leslie Ann Calhoun Control | President/Chief Compliance Officer/Ceo | Under 5% | 2018 |
| Matthew Michael McManus Control | Coo | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Optivest, Inc. manage?
Optivest, Inc. reports $319.4 million in regulatory assets under management on its Form ADV.
How many employees does Optivest, Inc. have?
Optivest, Inc. reports 4 employees.
Where is Optivest, Inc. located?
Optivest, Inc. is based in San Juan Capistrano, CA and has been SEC-registered since 2008.
Does Optivest, Inc. disclose fund performance?
Optivest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 |
| Phone | 949-363-8686 |
| Fax | 949-363-1133 |
| Office hours | Mon-Th 8a.m.-5p.m., Fri 8a.m.-3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$319.4M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$319.4Mregulatory AUM
Discretionary $210.3MNon-discretionary $109.1M