Susan
Mchugh

Octavia Wealth Advisors LLC

CRD#2275756
Investment Advisor
in Cincinnati, OH

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About this Advisor

Susan Mchugh is a financial advisor operating in Cincinnati, Ohio with a total of 2 years of relevant experience. Mchugh works at Octavia Wealth Advisors LLC. Mchugh has gained experience at The O.N. Equity Sales Company, Purshe Kaplan Sterling Investments, Octavia Wealth Advisors, LLC and Fifth Third Securities. Mchugh holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Ohio. Octavia Wealth Advisors LLC is a registered investment firm based out of Cincinnati, OH. The firm has offices in three locations and a total of 40 financial advisors. It oversees $1 billion in total assets between its 4,781 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 4,781 accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Octavia Wealth Advisors LLC provides a broad assortment 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. Financial management fee schedules largely are based on which services the firm provides the client. Fee types billed by Octavia Wealth Advisors LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

$1,067,345,675

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

40

OH Average: 34
Total Number of Accounts

4,781

OH Average: 1,972
Average Account Size

$223,247

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

Susan Mchugh Work History

Susan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Octavia Wealth Advisors, LLC

2016 - 2021 (5 years)

The O.N. Equity Sales Company

2007 - 2016 (9 years)

Fifth Third Securities

*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 Susan Mchugh 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

Ashley Seyberth
Cincinnati, OH
Brian Price
Cincinnati, OH
Joshua Aldus
San Diego, CA
Christopher Lamb
Cincinnati, OH
Dana Peacock
Cincinnati, OH
Jordan Colman
San Diego, CA
Xavier Mendoza
San Diego, CA
Susan Farlow
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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