Ryan
Sellars

Octavia Wealth Advisors LLC

CRD#7412618
Investment Advisor
in Cincinnati, OH

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About this Advisor

Ryan Sellars is a financial advisor based in Cincinnati, Ohio, working with Octavia Wealth Advisors LLC. Ryan has previously held positions at Octavia Wealth Advisors, LLC, University Of Dayton, The Golf Club, and New Albany High School. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Ryan is part of Octavia Wealth Advisors LLC, which operates out of Cincinnati, Ohio. The firm has 4 offices and 42 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm 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 fee structure at Octavia Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9999 Carver Road Suite 130
Cincinnati, OH 45242

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Octavia Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$1,443,996,191

OH Average: $2,106,341,625
Total Number of Employees

42

OH Average: 34
Total Number of Accounts

5,444

OH Average: 1,972
Average Account Size

$265,245

OH Average: $1,068,125

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

Ryan Sellars Work History

2021 - Present (3 years)

Octavia Wealth Advisors, LLC

2017 - 2021 (4 years)

University Of Dayton

2016 - 2021 (5 years)

The Golf Club

2013 - 2017 (4 years)

New Albany High School

Disclosures

Please visit the SEC profile of Ryan Sellars 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

Mariano Llosa
Miami, FL
Ashley Seyberth
Cincinnati, OH
Charles Korger
Sarasota, FL
Susan Farlow
Cincinnati, OH
Kurt Volker
San Diego, CA
Ryan Sellars
Cincinnati, OH
Brian Price
Cincinnati, OH
Joshua Aldus
San Diego, CA

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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