Optimus Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,090,000
Clients
75
Advisors
2
of 2 employees
About
Optimus Advisory Group serves individuals, families, trusts, pension and profit‑sharing plans, and other business entities with general financial planning and ongoing investment management, and also provides hourly planning and project‑based advice. In addition to serving retail clients on a discretionary basis, the firm offers model portfolio services and investment signals to other investment professionals under strategy license and sub‑advisory arrangements.
The firm blends strategic asset allocation, fundamental and technical market analysis, and proprietary mathematical algorithms to run tactical ETF and mutual‑fund portfolios; some model strategies can involve frequent trading and may use leveraged or inverse funds. Portfolio management is continuous and individualized within agreed parameters, while standalone financial planning is provided on an hourly or limited basis.
Optimus is atypical for a similarly sized supported firm because it actively markets its model strategies to unaffiliated advisors, contracts as a wrap‑fee program manager for sponsors (noting Orion Portfolio Solutions as an example), and discloses that additional information about its proprietary algorithms is available outside the brochure. The firm also discloses the potential conflict created by program fees and describes its practice of reducing client management fees to offset fees received from wrap program sponsors.
Client services
Expertise
Fee options
$0.00 - $99,999.99: 1.500% $100,000.00 - $249,999.99: 1.400% $250,000.00 - $499,999.99: 1.300% $500,000.00 - $999,999.99: 1.200% $1,000,000.00 - $1,999,999.99: 1.100% $2,000,000.00+: 1.000%
Commission received for insurance product sales by licensed representatives
Financial planning services at $175 per hour
Fee-only: Financial planning services at $175 per hour
Main office
6 Venture, Suite 200
Irvine CA 92618
Advisors at this office
2
Most active in
California · Tennessee · Texas
Also doing business as
Hewitt Investment Advisory · Optimus Advisory Group · Optimus Advisory Group, LLC · Paul Donald Hewitt
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Steve R
Series 63
Irvine, CA
Optimus Advisory Group
Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.
Paul H
Series 63, Series 65
Irvine, CA
Optimus Advisory Group
Paul Hewitt is a financial advisor at Optimus Advisory Group in Irvine, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Optimus Advisory Group since 2008. In addition to his advisory role, he works as an independent agent selling life and health insurance for various companies. Optimus Advisory Group provides financial planning and investment management services to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs strategic asset allocation, fundamental and technical analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios, offering both discretionary client services and model strategies to other investment professionals.
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