# OPTIMUS ADVISORY GROUP

OPTIMUS ADVISORY GROUP of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111239
- Type: SEC-registered investment adviser
- Location: 6 VENTURE, IRVINE, CA, 92618
- Phone: 949-727-4734
- Latest filing: 2026-01-21
- Regulatory AUM: $35.0M
- Discretionary AUM: $34.2M
- Non-discretionary AUM: $740K
- Clients: 2
- Accounts: 233

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111239/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111239/similar
- Related entities: https://search.stillhousedata.com/firm/111239/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111239

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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.