RIA Intel›Advisers›Tennessee›OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC

Advisory

N·FRANKLIN, TN

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM
$288M
1-Year AUM Growth
+8.5%
3-Year CAGR
+10.9%
Employees
22
Assets Under Management
Total AUM$288M
Discretionary AUM$288M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,216
Team
Total Employees22
Investment Advisers25
Employee Growth (1Y)+15.0%
Filing History
Total Filings on Record47
First FilingApr 4, 2019
Latest FilingJul 14, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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