Optivise Advisory Services
Optivise Advisory Services is a federally registered investment adviser that provides asset management and investment advisory services to high-net-worth individuals from offices in Franklin, TN (headquarters), Chattanooga, TN, and Hot Springs Village, AR.
- Company typePrivate
- Founded2018
- HeadquartersFranklin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Optivise Advisory Services does
Optivise Advisory Services (OAS) is a federally registered investment adviser operating under the Investment Advisers Act of 1940. Founded in 2018, the firm provides investment advisory and asset management services from three office locations: its headquarters at 109 Holiday Court, Suite A6, Franklin, TN; a Chattanooga, TN office at 6918 Shallowford Rd, Suite 205; and a Hot Springs Village, AR office at 100 Plaza Carmona Place. The firm describes its target market as high-net-worth individuals seeking personalized investment guidance, and references brand marketing and communication strategy services in its broader positioning. No proprietary technology platform, digital advisory tools, or named service modules are disclosed; service delivery appears relationship-driven through direct advisor-client engagements at the firm's office locations.
The firm is led by two named partners: Allen Hargis (Chief Financial Officer and Partner) and Cory Colquette (Chief Investment Officer and Partner). Operations are run with a small team of 1-10 employees. Marketing is conducted through the corporate website (optiviseria.com), a LinkedIn company page, and direct contact channels (phone (855) 378-1806 and email [email protected]). Pricing and fee schedules are not publicly disclosed; the firm points prospective clients to Form ADV Part 2A and CRS documents available via the SEC's IAPD database.
The firm is privately held, with no disclosed funding rounds, no institutional investors, no mergers or acquisitions, no parent company, and no subsidiaries documented in the available sources. Revenue is not publicly disclosed. Operating geographies are limited to Tennessee and Arkansas within the United States. Compliance posture is maintained through federal RIA registration and periodic updates to Form ADV, CRS, and privacy disclosures (most recently refreshed in March 2025 and March 2026).
Optivise Advisory Services firmographics
Firmographics- Name
- Optivise Advisory Services
- Legal name
- Optivise Advisory Services
- Website
- https://optiviseria.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Optivise Advisory Services is a federally registered investment adviser that provides asset management and investment advisory services to high-net-worth individuals from offices in Franklin, TN (headquarters), Chattanooga, TN, and Hot Springs Village, AR.
- Ownership category
- akta.pro rank
Optivise Advisory Services industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Optivise Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Optivise Advisory Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels1 record
Marketing channels3 records
Optivise Advisory Services product offering
Product offeringCore offering
Optivise Advisory Services is a federally registered investment adviser under the Investment Advisers Act of 1940 that delivers personalized investment advisory, asset management, and brand marketing/communication strategy services. The firm operates from three offices in Franklin TN, Chattanooga TN, and Hot Springs Village AR, serving individual investors seeking professional investment guidance. Form ADV Part 2A and CRS documents are publicly available for transparency on services and fees.
Product overview
Optivise Advisory Services (OAS) is a federally registered investment adviser under the Investment Advisers Act of 1940. The company provides investment advisory services to clients. No named products, modules, or technology offerings are identified in the available source data.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Federally registered investment advisory services delivered to individual clients under the Investment Advisers Act of 1940, covering personalized portfolio and investment guidance. Form ADV Part 2A and CRS disclosures available.
- Asset Management Asset management services provided as part of the firm's investment advisory offering for client portfolios.
- Brand Marketing and Communication Strategy Brand marketing and communication strategy services offered by the firm alongside its investment advisory practice.
Companies that use Optivise Advisory Services
Customer profileSegments1 record
Ideal customer profiles1 record
Optivise Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Optivise Advisory Services partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights2 records
Optivise Advisory Services competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large, nationally recognized RIA offering comprehensive wealth management to HNW individuals. Comparable to OAS in target customer (HNW) and core service (investment advisory), though operating at vastly greater scale.
- Mariner Wealth Advisors: Fast-growing RIA consolidator serving HNW clients with investment advisory and wealth planning. Comparable to OAS in service mix and HNW focus, but with a national footprint and multi-billion AUM scale.
- Carson Group: RIA and coaching platform serving financial advisors and their HNW clients. Comparable to OAS in the RIA wealth advisory space, with a broader ecosystem of coaching, technology, and back-office support.
- Mercer Advisors: National RIA offering investment management, financial planning, and tax services to HNW clients. Comparable to OAS in HNW-focused RIA services, with much greater geographic reach and a consolidation-driven model.
- Edward Jones: Large retail investment advisory and brokerage firm serving individuals and HNW clients through a branch network. Comparable to OAS in serving individual investors seeking personalized advice, though via a much larger national branch model.
- Stifel Independent Advisors: Wealth management division of a large financial services firm serving HNW clients with investment advisory and planning services. Comparable to OAS in HNW wealth advisory focus, though operating within a much larger parent organization.
- Raymond James: Diversified financial services firm with a wealth management arm serving HNW clients through RIAs and financial advisors. Comparable to OAS in HNW investment advisory service, with national scale and a regional-banking backbone.
Direct peers
- Buckingham Strategic Wealth: Fee-only RIA providing investment advisory and financial planning to HNW individuals. Comparable to OAS in fee-only RIA model, HNW focus, and emphasis on fiduciary advice, though at materially larger scale.
- Sequoia Financial Group: Fee-only RIA providing wealth management and financial planning to HNW clients. Comparable to OAS in core RIA service model and HNW client focus, with a larger multi-office footprint.
- Waverly Advisors: Mid-market RIA providing investment advisory and financial planning to HNW individuals and families. Comparable to OAS in size, fee-only RIA model, and HNW focus, with a multi-state footprint that intersects the southeastern U.S.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Optivise Advisory Services social profiles
Digital presenceOptivise Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optivise Advisory Services leadership team
Management profileNumber of profiles
Profiles2 records
Optivise Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optivise Advisory Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optivise Advisory Services
What does Optivise Advisory Services do?
Optivise Advisory Services is a federally registered investment adviser under the Investment Advisers Act of 1940 that delivers personalized investment advisory, asset management, and brand marketing/communication strategy services. The firm operates from three offices in Franklin TN, Chattanooga TN, and Hot Springs Village AR, serving individual investors seeking professional investment guidance. Form ADV Part 2A and CRS documents are publicly available for transparency on services and fees.
Is Optivise Advisory Services a public or private company?
Optivise Advisory Services is a private company. It is classified as unknown and is currently operating.
When was Optivise Advisory Services founded?
Optivise Advisory Services was founded in 2018. It employs 1 to 10 people.
Where is Optivise Advisory Services based?
Optivise Advisory Services is headquartered in Franklin, United States, in the North America region.
Who are Optivise Advisory Services's main competitors?
Broad incumbents on record are Creative Planning, Mariner Wealth Advisors, Carson Group, Mercer Advisors, Edward Jones, Stifel Independent Advisors and Raymond James. Direct peers are Buckingham Strategic Wealth, Sequoia Financial Group and Waverly Advisors.
Does Optivise Advisory Services have an API?
No public API is recorded for Optivise Advisory Services.
What industry is Optivise Advisory Services in?
Optivise Advisory Services's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.