Data / Investment advisers / Tennessee / Optivise Advisory Services LLC
Optivise Advisory Services LLC, Franklin, TN: $288 million AUM, SEC registered investment adviser
Optivise Advisory Services LLC is an SEC registered investment adviser with its main office in Franklin, Tennessee and reports $288 million in regulatory assets under management in its Form ADV filed July 14, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 301764
- SEC file number
- 801-115232
- SEC status
- Approved, effective May 3, 2019
- Main office
- 109 Holiday Ct Suite A6, Franklin, TN 37067
- Phone
- (855) 378-1806
- Website
- optiviseria.com
- Regulatory AUM
- $287,936,257 in the Form ADV filed July 14, 2026
- Discretionary AUM
- $287,936,257
- Accounts
- 1,842
- Employees
- 25, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Other offices
- 21
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,180 | $170.8 million |
| High net worth individuals | 47 | $116.4 million |
| Corporations or other businesses | 6 | $433,066 |
| Charitable organizations | Fewer than 5 | $354,097 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $287.9 million | March 27, 2026 |
| December 1, 2025 | $267.4 million | August 21, 2025 |
Other advisers in Franklin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beacon Capital Management, LLC | Franklin | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Sagepoint Capital Partners LLC | Franklin | $888.3 million | Not listed | adviserinfo.sec.gov |
| Stewardwell LLC | Franklin | $441.7 million | Not listed | adviserinfo.sec.gov |
| Cypress Capital, LLC | Franklin | $426 million | Not listed | adviserinfo.sec.gov |
| Efinancial Alliance, LLC | Franklin | $291.9 million | Not listed | adviserinfo.sec.gov |
| Valtrion Capital Management, LLC | Franklin | $287.3 million | Not listed | adviserinfo.sec.gov |
| Cap Partners, LLC | Franklin | $254.7 million | Not listed | adviserinfo.sec.gov |
| Agp Franklin, LLC | Franklin | $247.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Franklin, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Optivise Advisory Services LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.