Octavia Wealth Advisors LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.2B
Discretionary
$1.8B
82% of AUM
Avg account
$317K
Accounts
6,795
Employees
45
Advisory reps
33

Firm details

Headquarters
Blue Ash, Ohio
CRD number
306909
Registered since
February 18, 2020
Website
octaviawa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.32%
  • Individuals32.92%
  • Pension & Profit Sharing Plans15.22%
  • Corporations / Businesses1.48%
  • State / Municipal Government0.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Octavia Wealth Advisors LLC is an independent, SEC-registered RIA that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm acts as a capital allocator and performs manager selection, which complements its direct portfolio management and pension-consulting capabilities. Fee arrangements include AUM-based billing as well as hourly and fixed fees. Octavia is not flagged as an active ESG investor and maintains an insurance-company industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 34%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds34%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

1 of 1

  • Joseph Hoefer

    Chief Investment OfficerCRD 2692334

Contacts

3 of 32
  • Dana McGrath

    Dana McGrath

    Wealth AdvisorCRD 6344914

  • Ryan Sellars

    Ryan Sellars

    Investment AnalystCRD 7412618

  • Ashley Seyberth

    Ashley Seyberth

    Wealth AdvisorCRD 6445477

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 152

Active vs passive

$1.3B in ETFs

Passive

89%

$1.1B

Active

10%

$137M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV)State StreetPassiveLarge Value$171M2,818,23613.41%
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Location

Primary office

Blue Ash, OH

Hamilton

Location

Blue Ash, OH

Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
9999 Carver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth