SEC Form ADV

OPTIMUM FINANCIAL SERVICES, LLC

Firm profile: Optimum Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMS

$300.2M

Assets Under Management

486

Total Clients

Employees

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Registration Details

Accession: CRD-105878
Location: JACKSON, MS
Filing Date: February 9, 2026
AUM: $300.2M
Total Clients: 486
Institutional Clients: 6
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

OPTIMUM FINANCIAL SERVICES, LLC is a registered investment adviser headquartered in JACKSON, MS, managing approximately $300.2M in assets across 486 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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