# OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC of FRANKLIN, TN is an SEC-registered investment adviser.

## Registration

- CRD: 301764
- Type: SEC-registered investment adviser
- SEC file number: 801-115232
- Location: 109 HOLIDAY CT, SUITE A6, FRANKLIN, TN, 37067
- Phone: 855-378-1806
- Latest filing: 2026-07-14
- Regulatory AUM: $287.9M
- Discretionary AUM: $287.9M
- Clients: 25
- Accounts: 1,842

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Ray Wallin | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Cory Shane Colquette | MEMBER | — |
| Allen Parnell Hargis | MEMBER | — |
| HARGIS ALLEN PARNELL | MEMBER | — |
| WALLIN MICHAEL RAY | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Geick Rachel | MEMBER | — |
| COLQUETTE CORY SHANE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301764/similar
- Related entities: https://search.stillhousedata.com/firm/301764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301764

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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.