Ashley
Seyberth
Octavia Wealth Advisors LLC
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About this Advisor
Ashley Seyberth is a financial advisor working out of Cincinnati, Ohio with 3 years of industry experience. Seyberth is an employee of Octavia Wealth Advisors LLC. The advisor has gained experience at Mccormicks & Schmicks, Cheddars Cafe, Ulta Beauty, University Of Cincinnati, Axa Advisors, LLC, Octavia Wealth Advisors, LLC, Octavia Risk Management, LLC, Purshe Kaplan Sterling Investments, Inc, Midwest Financial Partners and Skyline Chili. Seyberth holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Ohio. Octavia Wealth Advisors LLC is a company that has its headquarters in Cincinnati, OH. The investment advisory business has offices in three locations and a total of 40 financial advisors. It manages $1 billion in assets among its 4,781 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 4,781 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business performs a diverse range of 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Octavia Wealth Advisors LLC can be comprised of any 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
Ashley Seyberth Work History
Ashley 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
Midwest Financial Partners
Mccormicks & Schmicks
Skyline Chili
Cheddars Cafe
Ulta Beauty
University Of Cincinnati
*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 Ashley Seyberth 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
San Diego, CA
Cincinnati, OH
San Diego, CA
Miami, FL
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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