Optivise Advisory Services LLC
● SEC registered since 2019CRD 301764SEC# 801-115232Franklin, TN
Reg. AUM
$287.9M
Employees
25
Accounts
1,842
Location
Franklin, TN
Optivise Advisory Services LLC assets under management
Optivise Advisory Services LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2019. It reports $287.9 million in regulatory assets under management and employs 25 people.
Optivise Advisory Services LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Parnell Hargis Control | Member | 25-50% | 2019 |
| Cory Shane Colquette Control | Member | 10-25% | 2020 |
| Michael Ray Wallin Control | Managing Member / Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Optivise Advisory Services LLC manage?
Optivise Advisory Services LLC reports $287.9 million in regulatory assets under management on its Form ADV.
How many employees does Optivise Advisory Services LLC have?
Optivise Advisory Services LLC reports 25 employees.
Where is Optivise Advisory Services LLC located?
Optivise Advisory Services LLC is based in Franklin, TN and has been SEC-registered since 2019.
Does Optivise Advisory Services LLC disclose fund performance?
Optivise Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 109 Holiday Ct, Suite A6, Franklin, TN 37067 |
| Phone | 855-378-1806 |
| Fax | 615-777-3357 |
| Office hours | 0800-1700 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$287.9M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$287.9Mregulatory AUM
Discretionary $287.9M