Optivise Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 27, 2026, reports $288M in regulatory assets under management, 25 employees, 21 offices, and 1,842 accounts.
Assets Under Management
$288M
Employees
25
Offices
21 offices
Total Clients
1,233
Primary office
FRANKLIN, TN
109 HOLIDAY CT, SUITE A6, FRANKLIN, TN, United States
Top client segmentIndividuals represent 95.7% of total clients.
Top client categories% of clientsClients
1
Individuals
95.7%
1,180
2
HNWI
3.8%
47
3
Corporations
0.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of March 27, 2026
Discretionary100.0%
$288M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$288M
Total Accounts1,842
10Y AUM Change+$288M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee49:1
10Y Employee Change+19 (+316.7%)
* 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.