OCTAVEWEALTH

Overview

Octavewealth is a small, fee-based registered investment adviser that began SEC registration in 2014 and serves individual and family clients. The firm’s stated advisory activities center on portfolio management for individuals and small businesses, with pension consulting services listed on its ADV. Its client billing is a mix of percentage-of-AUM fees and fixed fees. Octavewealth does not identify as an active ESG investor and is not registered as a multi-state adviser; it is organized as a domestic corporation with individual ownership. Investment practice is conservatively positioned toward pooled public funds rather than direct equity trading or complex proprietary strategies. The firm reports fully discretionary management across its reported assets, indicating portfolio managers have authority to implement strategy without seeking client approval for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices