OPTIVEST, INC.

OPTIVEST, INC. of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 137070). Regulatory assets under management: $319.4M.

Registration

• CRD: 137070
• SEC file number: 801-68965
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search