Wealth Manager
    SEC Registered

    Optimum Financial Services, LLC

    Registered investment advisor · Jackson, Mississippi · CRD #105878

    Assets Under Management
    $300M
    Client Accounts
    486
    Employees
    4
    CRD Number
    105878
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Optimum Financial Services, LLC

    Optimum Financial Services, LLC is a SEC-registered investment advisory firm headquartered in Jackson, Mississippi, managing approximately $300M in regulatory assets across 486 client accounts. The firm's full regulatory record is filed with the SEC under CRD #105878.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Optimum Financial Services, LLC's AUM?

    Optimum Financial Services, LLC reports approximately $300M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Optimum Financial Services, LLC headquartered?

    Optimum Financial Services, LLC is headquartered in Jackson, Mississippi.

    What is Optimum Financial Services, LLC's CRD number?

    Optimum Financial Services, LLC's CRD number is 105878. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Optimum Financial Services, LLC manage?

    Optimum Financial Services, LLC manages approximately 486 client accounts according to its latest SEC filing.

    Is Optimum Financial Services, LLC SEC registered?

    Yes, Optimum Financial Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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