# OPTIVEST, INC.

OPTIVEST, INC. of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 137070
- Type: SEC-registered investment adviser
- SEC file number: 801-68965
- Location: 30448 RANCHO VIEJO ROAD, SUITE 230, SAN JUAN CAPISTRANO, CA, 92675
- Phone: 949-363-8686
- Latest filing: 2026-03-30
- Regulatory AUM: $319.4M
- Discretionary AUM: $210.3M
- Non-discretionary AUM: $109.1M
- Clients: 4
- Accounts: 422

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Leslie Ann Calhoun | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO; TRUSTEE | — |
| Matthew Michael Mcmanus | COO; TRUSTEE | — |
| VANMOURICK MARK SHOLES | PRESIDENT/CEO; PRESIDENT/CEO/SHAREHOLDER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MCKINLEY LEO | CFO | — |
| CALHOUN LESLIE ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER; CHIEF COMPLIANCE OFFICER/COO (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137070/similar
- Related entities: https://search.stillhousedata.com/firm/137070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137070

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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.