Octavia Wealth Advisors LLC
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Learn more about Octavia Wealth Advisors LLC
Overview
Octavia Wealth Advisors LLC is located at 9999 Carver Road, Cincinnati, OH. The firm employs 28 financial advisors to manage client portfolios and provide financial guidance. Octavia Wealth Advisors LLC is not a registered broker-dealer.
Octavia Wealth Advisors LLC oversees $1.4 billion in assets under management across 5,444 accounts, of which 4,936 are discretionary and 508 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Octavia Wealth Advisors LLC includes asset-based, hourly, and fixed fees. The firm has 266 high net worth clients and maintains affiliations with an insurance company or agency.
Octavia Wealth Advisors LLC is registered in the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Octavia Wealth Advisors LLC by the Numbers
$1.4 billion
42
5,444
$265.2 thousand
Products and Services
Octavia Wealth Advisors LLC provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the prior financial year, Octavia Wealth Advisors LLC provided financial planning services to 45301 of its clients. The Company does sell products or offer services aside from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually depend on the type of services provided. Fees billed by Octavia Wealth Advisors LLC may include some combination of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, state or municipal government entities, and corporations. Out of its 5 clients, Octavia Wealth Advisors LLC's largest client type by number of accounts is high net worth investors, although it also serves 266 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 8.47%
- Other Individuals - 82.1%
- Corporations - 9.43%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Octavia Wealth Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Octavia Wealth Advisors LLC
Miami, FL
Sarasota, FL
Cincinnati, OH
San Diego, CA
Cincinnati, OH
Cincinnati, OH
San Diego, CA
Cincinnati, OH
Cincinnati, OH
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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