OPTIMUS ADVISORY GROUP

OPTIMUS ADVISORY GROUP of IRVINE, CA is an SEC-registered investment adviser (CRD 111239). Regulatory assets under management: $35.0M.

Registration

• CRD: 111239
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search