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Firm profile

October Effect Ltd..

VIRGINIA BEACH, VACRD 281369Latest ADV June 25, 2026

October Effect Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated February 16, 2026, reports $139M in regulatory assets under management, 4 employees, 2 offices, and 577 accounts.

Assets Under Management
$146M
Employees
4
Offices
2 offices
Total Clients
597
Primary office
VIRGINIA BEACH, VA
ONE COLUMBUS CENTER, SUITE 651A, VIRGINIA BEACH, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(757) 390-3341
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOFrank D. Tehel

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 96.1% of total clients.
Top client categories% of clientsClients
1
Individuals
96.1%
574
2
HNWI
3.7%
22
3
Investment Cos.
0.2%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$146Mas of June 25, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$146M
Total Accounts597
10Y AUM Change+$34M (+30.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee149:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.