OCTOBER WEALTH ADVISORS, INC

Overview

October Wealth Advisors, Inc. is a small, client-focused registered investment adviser that concentrates on discretionary portfolio management for individuals, families, small businesses and institutions. The firm shows a clear preference for equity exposure, managing portfolios with exchange-traded securities as the single largest asset class. Its advisory mandate combines percentage-of-AUM and fixed-fee billing, and it operates as a corporation owned by an individual. October Wealth Advisors does not identify as an ESG-focused allocator and is not structured as a multi-state adviser. Investment activity centers on separately managed accounts and discretionary mandates, with the firm likely tailoring equity allocations as the core of long-term client strategies while layering other asset classes for income, liability matching or defensive positioning. The firm also deploys private placement investments as part of its alternative allocation toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices