OCTO CAPITAL, LLC

Overview

Octo Capital, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves a mix of individual and family clients as well as institutional relationships, and it focuses on financial planning and portfolio management for individuals and small businesses. Octo Capital also operates as an insurance broker, which it uses alongside advisory services to assemble client solutions that combine investment management with insurance planning. Investment activity is centered on discretionary portfolio management, with the firm charging a mix of asset-based fees and fixed fees for planning or specialty services. The adviser does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser or pension consultant. Its owner structure is individual ownership, and it presents as a traditional independent RIA that leans on pooled and public fund vehicles for core client exposures while supplementing portfolios with select alternative real estate allocations.

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Location & Offices