OPTIVEST, INC.
CRD #137070 SEC #801-68965 SAN JUAN CAPISTRANO, CA 949-363-8686
SEC Registered
Total AUM
$316.1M
Discretionary
$183.7M
Employees
4
Clients
25
Accounts
423
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO | NA | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO | NA | Control |
| MCMANUS, MATTHEW, MICHAEL | I | COO | NA | Control |
| MCMANUS, MATTHEW, MICHAEL | I | COO | NA | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CEO/SHAREHOLDER | E | Control |
| LESLIE A CALHOUN REVOCABLE LIVING TRUST UDT JULY 18, 2013 | DE | SHAREHOLDER | E | Control |
| LESLIE A CALHOUN REVOCABLE LIVING TRUST UDT JULY 18, 2013 | DE | SHAREHOLDER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO/SHAREHOLDER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO/SHAREHOLDER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO/SHAREHOLDER | E | Control |
| VANMOURICK, MARK, SHOLES | I | PRESIDENT/CEO/SHAREHOLDER | E | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| CALHOUN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER/CIO/SHAREHOLDER | C | Control |
| MCMANUS FAMILY TRUST DTD JANUARY 29, 2014 | DE | SHAREHOLDER | C | Control |
| MCMANUS FAMILY TRUST DTD JANUARY 29, 2014 | DE | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (14)
AZ CA CO CT FL HI NV OK OR PA TX UT VT WA
Address
30448 RANCHO VIEJO ROAD, SUITE 230SAN JUAN CAPISTRANO, CA 92675
United States
Phone: 949-363-8686