# Optura Advisors, Inc.

> Optura Advisors, Inc. is a state-registered investment advisory firm in Burlingame, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 175424
- Filed as: OPTURA ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175424
- AdvisorCensus page: https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424

## Quick answers

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

**Where is Optura Advisors, Inc. located?**
Optura Advisors, Inc.'s principal office is in Burlingame, CA, according to its Form ADV.

**Is Optura Advisors, Inc. registered with the SEC or a state?**
Optura Advisors, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175424.

**How much does Optura Advisors, Inc. manage?**
Optura Advisors, Inc. reports $671,002 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Optura Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Optura Advisors, Inc. 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/175424

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $671,002
- Discretionary: $671,002
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $112,485 |
| High net worth individuals | Fewer than 5 | $461,322 |
| Charitable organizations | Fewer than 5 | $97,195 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- opturaadvisors.com
- Facebook @OPTURAADV
- LinkedIn @OPTURA-ADVISORS-INC
- X @rolandchow
- YouTube @optimizeyourfuture

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optura Advisors, Inc. (CRD 175424): Form ADV filing data as of October 2026.