Octavia Wealth Advisors LLC
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
FINTRXOverview
Octavia Wealth Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions, and also performs advisor selection and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds34%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1Joseph Hoefer
Chief Investment OfficerCRD 2692334
Contacts
3 of 32
Dana McGrath
Wealth AdvisorCRD 6344914
Ryan Sellars
Investment AnalystCRD 7412618
Ashley Seyberth
Wealth AdvisorCRD 6445477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$1.1B in ETFs
88%
$991M
10%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $154M | 2,722,619 | 13.68% |
Location
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9999 Carver Rd
- Time zone
- ET (UTC-5)
- Office locations
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