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Optivest, Inc.

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Client assets under management

$310,326,600

Clients

108

52% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

36

Low

Average account size

$2,873,394

About

Optivest serves individuals and families—including high‑net‑worth clients—as well as trusts, foundations and business entities, providing discretionary and non‑discretionary money management, family office services, and advice on real estate, mortgages and private business transactions. The firm also offers financial and retirement planning, family wealth advisory, and consultative/concierge services designed to integrate investment, estate, and lifestyle needs.

Its investment process combines strategic asset allocation with tactical portfolio construction across stocks, bonds, ETFs, mutual funds, options and alternative investments, and uses charting, fundamental and technical analysis together with ongoing monitoring. Optivest emphasizes in‑depth due diligence on real estate and private placements, employs third‑party managers when appropriate, and produces consolidated reporting supported by an online planning and balance‑sheet platform for clients.

Distinctive aspects include formal affiliations with other advisory entities and referral relationships with third‑party managers, and advisory staff who also act as registered representatives and licensed insurance agents—arrangements that generate referral and transaction‑based compensation and are disclosed and monitored as potential conflicts. The firm also highlights daily reconciliation of alternative investments, an integrated family‑office workflow, and a practice of donating a portion of gross revenue to charitable causes.

Client services

Financial planning Portfolio management Selection of other advisers
Family office services and consultative and concierge services

Expertise

Wealth management Retirement income strategy Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

OptiWealth platform setup fee $3,000; annual maintenance fee $1,200

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $25,000,000: 0.75% $25,000,000 - $50,000,000: 0.50% $50,000,000 - $75,000,000: 0.45% $75,000,000 - $100,000,000: 0.40% $100,000,000+: 0.35%

Commissions

Commissions up to 10% on private placement investments and insurance products sold by advisory agents

Project-based

Hourly consulting/planning fees range from $150 to $500 per hour depending on service complexity

Other

Fee-only: Financial and retirement planning services billed hourly at $150 - $500 per hour; some Family Office Services also billed hourly at $150 - $500 per hour; OptiWealth platform setup fee $3,000; annual maintenance fee $1,200 for 10 hours support, additional hours $150 - $500 per hour

Main office location

Optivest, Inc.

30448 Rancho Viejo Road, Suite 230

San Juan Capistrano CA 92675, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Hawaii · Oklahoma · Texas · Utah · Vermont · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 949-363-8686

Advisors at this firm

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user avatar

Ryan T

Series 66

San Juan Capistrano, CA

Optivest, Inc.

Ryan Thomason is a Series 66 registered financial advisor with Optivest, Inc. in San Juan Capistrano, CA, and has 11 years of industry experience. He previously worked at City National Rochdale from 2014 to 2020 before joining Optivest and Gramercy Securities in 2020. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring.

Wealth management Retirement income strategy Business exit / sale strategy Founder/Business Owner
user avatar

Leslie C

Series 63, Series 65

San Juan Capistrano, CA

Optivest, Inc.

Leslie Calhoun is a financial advisor with Optivest, Inc. in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Since 2007, Calhoun has been affiliated with both Optivest and Gramercy Securities, Inc. Calhoun is a 25% owner and principal partner of Optivest and serves on its board of directors. Optivest provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm constructs customized portfolios using strategic asset allocation and tactical refinements, emphasizing diversification, due diligence, and ongoing monitoring, while also offering consultative and concierge services.

Wealth management Retirement income strategy Business exit / sale strategy Founder/Business Owner
user avatar

Matthew M

CFP®, Series 66

San Juan Capistrano, CA

Optivest, Inc.

Matthew Mcmanus is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently with Optivest, Inc. and Gramercy Securities, Inc., having previously worked at MML Investors Services, LLC and MetLife Securities Inc. Outside of his advisory work, he is involved in managing a short-term rental vacation home in Lake Arrowhead, CA. Optivest, Inc. provides money management and family office services to individuals, families, trusts, foundations, and other private entities. The firm emphasizes customized portfolio construction using strategic asset allocation and tactical refinements, offering both discretionary and non-discretionary asset management along with access to third-party managers and alternative investments.

Wealth management Retirement income strategy Business exit / sale strategy Founder/Business Owner
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