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Optivise Advisory Services LLC

Optivise Advisory Services LLC. CRD 301764

Optivise Advisory Services LLC logo

CRD: 301764

Optivise Advisory Services LLC

Franklin, TN, 37067
8553781806
www.optiviseria.com
$287.9M Total AUM
$287.9M Disc. AUM
7.3% 3Y CAGR
25 Employees
1,233 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Meridian focus
Established Date
05-03-2019
Office Locations
19

Office Locations

100 Plaza Carmona DR HOT Springs Village AR
10145 HWY 144 W Scotts Hill TN
10301 Maumelle Blvd North Little Rock AR

About Optivise Advisory Services LLC

Optivise Advisory Services (OAS) is a federally registered RIA serving retail and institutional clients. The firm provides financial planning and portfolio construction alongside discretionary asset management, including retirement, tax/estate, and insurance planning support. Investment implementation emphasizes diversified allocation using mutual funds, ETFs, and fixed income. Custodied with Charles Schwab and operates across multiple offices.

Team overview

52 AVG AGE
$13.1M AVG AUM / ADVISOR
$233.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
25 Employees
22 Advisory Reps
22 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Signal prime Summit summit Timber Alpha

Investment Themes

Oak Horizon Harbor

Investment Vehicles

Ridge ember

Platform

Timber prime

Services

Signal North Fusion capital Timber Oak Element quantum Focus timber Quantum north Vertex zenith

Technology

Foundation

Owner & Executives

A

ALLEN PARNELL HARGIS

Partner

CRD
#4599491
Ownership
25% but less than 50%
(651) 345-6713
glacier.ridge@beaconcapital.com
in linkedin.com/in/glacier-radial
MICHAEL RAY WALLIN

MICHAEL RAY WALLIN

Advisor, Chief Compliance Officer, Managing Member

CRD
#4264135
Ownership
25% but less than 50%
(782) 686-4024
eagle.optima@summitcapital.com
in linkedin.com/in/fusion-timber
V

Vital fusion

Matrix glacier

CRD
#44784
Ownership
36.3%
(706) 438-6979
radial.momentum@momentumcapital.com
in linkedin.com/in/legacy-peak

Showing 2 of 3 owners & executives

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Contacts

F

FRANK O AKRIDGE

Financial Professional

CRD
#4242013
(658) 584-9173
delta.vertex@matrixcapital.com
in linkedin.com/in/bridge-meridian
S

STACEY DEAN ANDRES

Financial Advisor, General Partner

CRD
#6373652
(567) 832-5136
summit.radial@matrixcapital.com
in linkedin.com/in/value-zenith
P

Pathway vital

Eagle eagle momentum

CRD
#12853
(637) 260-9708
timber.focus@zenithcapital.com
in linkedin.com/in/timber-unison

Showing 2 of 22 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-11-2022
04-24-2023
03-26-2024
12-15-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $287,936,257 $156,317
Non-Discretionary $0 --
Total $287,936,257 $156,317

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Separately Managed Accounts

Total SMA Asset: $287,936,257

$287.9M Total SMA
Public Funds:
22.5%
Equity - Exchange:
18.5%
Cash:
32.4%
Corporate - Investment Grade:
19.8%
U.S. Government/Agency:
6.8%
Asset class Assets Assets %
Public Funds $215,157,811 22.5%
Equity - Exchange $176,907,533 18.5%
Cash $309,827,248 32.4%
Corporate - Investment Grade $189,338,874 19.8%
U.S. Government/Agency $65,025,471 6.8%
Total $956,256,937 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ELEMENT BEACON OPTIMA FOUNDATION EMBER CTWNC5AKI SVF 10.30% $54,583,567
NORTH EMBER OAK INSIGHT OX7ZDEAJR MTKE 9.59% $3,348,428
TIMBER UNISON MOMENTUM PIONEER I6BZRD6RI WLAVD 8.11% $104,421,053
MATRIX RADIAL CREST MOMENTUM XQFVY3M1L EHMV 12.07% $35,593,490
HORIZON EMBER OAK OAK KY6HLRB44 EGTO 7.49% $14,453,203
FRONTIER RIDGE HORIZON CAPITAL RADIAL 7PFZA98A8 CGV 2.22% $9,646,731
FRONTIER MOMENTUM CAPITAL FRONTIER RADIAL 4TRRNGZVF LHUP 4.01% $41,342,094
RADIAL PRIME TIMBER HORIZON Z2CGL6QXS XZHV 9.53% $40,166,486

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