Steve Rumsey
Optimus Advisory Group · Irvine, California
Steve Rumsey is a fee-only financial advisor at Optimus Advisory Group in Irvine, California. Optimus Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Optimus Advisory Group |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $35.0M across 233 accounts |
| SEC registration | Investment adviser representative in CA, TN, TX · CRD 2572676 |
| Exams passed | Series 63 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.optimusadvisory.com |
| Profile |
How Steve's firm compares
- Optimus Advisory Group's average account is about $150,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Steve
Is Steve Rumsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steve holds no broker registration, and Optimus Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steve charge for financial advice?
Steve's firm, Optimus Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Steve work with clients virtually?
Yes. Optimus Advisory Group says on its website that it works with clients remotely.
Where is Steve Rumsey based?
Steve Rumsey is based in Irvine, California.
Is Steve Rumsey registered with the SEC?
Yes. Steve Rumsey is registered as an investment adviser representative in CA, TN and TX (CRD 2572676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optimus Advisory Group manage?
Optimus Advisory Group reports $35.0M across 233 accounts in assets under management.
How do I contact Steve Rumsey?
Through Steve's website, www.optimusadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Optimus Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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