Optimum Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, MS. Its latest Form ADV filing, dated February 9, 2026, reports $300M in regulatory assets under management, 4 employees, and 486 accounts.
Assets Under Management
$300M
Employees
4
Offices
--
Total Clients
242
Primary office
JACKSON, MS
1817 CRANE RIDGE DRIVE, SUITE 200, JACKSON, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.2% of total clients.
Top client categories% of clientsClients
1
Individuals
80.2%
194
2
HNWI
17.4%
42
3
Pension Plans
2.5%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of February 9, 2026
Discretionary99.9%
$300M
100% of total RAUM99.9%
Non-discretionary0.1%
$204K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$300M
Total Accounts486
10Y AUM Change+$146M (+94.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee61:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.