OCTAVIA WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$2,153,480,679
Discretionary
$1,764,190,713
Non-discretionary
$389,289,966
Firm details
- CRD number
- 306909
- SEC file number
- 801-118078
- Main office
- CINCINNATI, OH, United States
- Employees
- 45
- SEC status
- Approved
- Website
- https://x.com/OctaviaWealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.