Michael
Ingram
Octavia Wealth Advisors LLC
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About this Advisor
Michael Ingram is a financial advisor working out of San Diego, California who has 3 years of relevant experience. Ingram is on the advisory team at Octavia Wealth Advisors LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Octavia Wealth Advisors, LLC, Octavia Risk Management, LLC and Purshe Kaplan Sterling Investments, Inc. Ingram holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Octavia Wealth Advisors LLC is a financial advisory firm based out of Cincinnati, OH. The firm has offices in three locations and a total of 40 employees. It manages $1 billion in assets under management between its 4,781 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 4,781 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on the services offered. Fees charged by Octavia Wealth Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Octavia Wealth Advisors LLC Brokerage Details
$1,067,345,675
40
4,781
$223,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Ingram Work History
Michael has been registered as a financial advisor for 3 years.*
Octavia Wealth Advisors, LLC
Octavia Risk Management, LLC
Purshe Kaplan Sterling Investments, Inc
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Ingram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Octavia Wealth Advisors LLC
Cincinnati, OH
San Diego, CA
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
San Diego, CA
San Diego, CA
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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