OCTAVIA WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.2B

Discretionary

$1.8B

82% of AUM

Avg account

$317K

Accounts

6,795

Employees

Advisory reps

Firm details

Headquarters: BLUE ASH, Ohio
CRD number: 306909
Registered since: February 18, 2020
Website: octaviawa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.32%
Individuals32.92%
Pension & Profit Sharing Plans15.22%
Corporations / Businesses1.48%
State / Municipal Government0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Octavia Wealth Advisors LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family clients and institutional mandates. The firm offers comprehensive financial planning and portfolio management services across households, small businesses and institutional clients, and it also performs pension consulting and the selection of third‑party advisers. Its fee arrangements include percentage of assets under management, hourly billing and fixed fees. Investment activity leans toward equity exposure delivered largely through exchange‑traded vehicles, supplemented by allocations to third‑party alternative managers. The firm is not characterized as an active ESG investor. As a capital allocator, Octavia leans on external fund managers for hedge fund, real estate and other alternative exposures rather than relying solely on in‑house proprietary products.