Optivest, Inc.

Overview

Optivest, Inc. is an SEC registered investment adviser based in San Juan Capistrano, CA, registered since 1999. It reports $319M in assets under management across 422 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$319M

Discretionary

66%

Accounts

422

Average account

$757K

Employees

4

Advisory reps

3

Registered since

1999

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Leslie Ann Calhoun President, Chief Compliance Officer, Chief Executive Officer CRD 2047866
• Matthew Michael McManus Chief Operating Officer CRD 5092477

Advisory reps 3 of 3

• Leslie Ann Calhoun Registered Rep · Investment Adviser Rep CRD 2047866
• Matthew Michael Mcmanus Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5092477
• Ryan Michael Thomason Registered Rep · Investment Adviser Rep CRD 6378339

Location

Headquarters

30448 Rancho Viejo Rd Ste 230
San Juan Capistrano, CA 92675

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: optivestinc.com

Every state, with registration dates

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