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Firm profile

Optivest, Inc..

SAN JUAN CAPISTRANO, CACRD 137070Latest ADV March 30, 2026

Optivest, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Juan Capistrano, CA. Its latest Form ADV filing, dated March 30, 2026, reports $319M in regulatory assets under management, 4 employees, and 422 accounts.

Assets Under Management
$319M
Employees
4
Offices
--
Total Clients
108
Primary office
SAN JUAN CAPISTRANO, CA
30448 RANCHO VIEJO ROAD, SUITE 230, SAN JUAN CAPISTRANO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLeslie A. Calhoun
CCOLeslie A. Calhoun
COOMatthew M. Mcmanus

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 51.9% of total clients.
Top client categories% of clientsClients
1
HNWI
51.9%
56
2
Individuals
48.1%
52
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$319Mas of March 30, 2026
Discretionary65.8%
$210M
66% of total RAUM65.8%
Non-discretionary34.2%
$109M
34% of total RAUM34.2%
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.

Total AUM$319M
Total Accounts422
10Y AUM Change$-28M (-8.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee27:1
10Y Employee Change-1 (-20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.