# OPTIMUM FINANCIAL SERVICES, LLC

OPTIMUM FINANCIAL SERVICES, LLC of JACKSON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 105878
- Type: SEC-registered investment adviser
- SEC file number: 801-38310
- Location: 1817 CRANE RIDGE DRIVE, SUITE 200, JACKSON, MS, 39216-4902
- Phone: 601-981-5900
- Latest filing: 2026-02-09
- Regulatory AUM: $300.2M
- Discretionary AUM: $300.0M
- Non-discretionary AUM: $204K
- Clients: 4
- Accounts: 486

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| John Walter Garrard | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| William Hugh Garrard | EXECUTIVE VICE PRESIDENT | — |
| Frank Swayze Brumfield | MANAGER | — |
| STONE AUGUST JOSEPH | INVESTMENT ADVISOR REPRESENTATIVE; PRESIDENT; PRESIDENT/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GARRARD JOHN WALTER | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR; MANAGER (+1 more) | — |
| BRUMFIELD FRANK SWAYZE | CONTROL PERSON; MANAGER | — |
| WEISSINGER ROY TABOR | 5% SHAREHOLDER | — |
| BARBOUR JEPTHA FOWLKES | MANAGER | — |
| WEGENER ERIC E | MEMBER; MEMEBER | — |
| BOURNE RUSS M | MANAGER | — |
| GARRARD WILLIAM HUGH | EXECUTIVE VICE PRESIDENT; MANAGER; MANAGER/EXECUTIVE VICE PRESIDENT (+1 more) | — |
| HARPER WILLIAM B | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105878/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105878/similar
- Related entities: https://search.stillhousedata.com/firm/105878/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105878

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.