OPTIFOLIO

OPTIFOLIO is an SEC-registered investment adviser (CRD 115110). Regulatory assets under management: $19.9M.

Registration

• CRD: 115110
• Type: Registered investment adviser
• Phone: 713-782-4564
• Latest filing: 2026-06-04
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115110 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search