# Optimus Advisory Group

> Optimus Advisory Group is a state-registered investment advisory firm in Irvine, CA, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 111239
- Filed as: OPTIMUS ADVISORY GROUP
- Legal name: Optimus Advisory Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111239
- AdvisorCensus page: https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239

## Quick answers

**How is Optimus Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Optimus Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Optimus Advisory Group located?**
Optimus Advisory Group's principal office is in Irvine, CA, according to its Form ADV.

**Is Optimus Advisory Group registered with the SEC or a state?**
Optimus Advisory Group is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 111239.

**How much does Optimus Advisory Group manage?**
Optimus Advisory Group reports $34,980,000 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (98% discretionary).

**What types of clients does Optimus Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (13); other investment advisers (2).

**Does Optimus Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111239

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $34,980,000
- Discretionary: $34,240,000
- Non-discretionary: $740,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $10,950,000 |
| High net worth individuals | 13 | $20,140,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | 2 | $3,890,000 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1998 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optimusadvisory.com
- LinkedIn @OPTIMUS-ADVISORY-GROUP
- X @optimusadvisory

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimus Advisory Group (CRD 111239): Form ADV filing data as of October 2026.