CINCINNATI, OHCRD 306909Latest ADV February 2, 2026
Octavia Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 2, 2026, reports $2.2B in regulatory assets under management, 45 employees, 4 offices, and 6,795 accounts.
Assets Under Management
$2.2B
Employees
45
Offices
4 offices
Total Clients
3,803
Primary office
CINCINNATI, OH
9999 CARVER ROAD, SUITE 130, CINCINNATI, OH, United States
Top client segmentIndividuals represent 84.5% of total clients.
Top client categories% of clientsClients
1
Individuals
84.5%
3,212
2
HNWI
12.1%
460
3
Pension Plans
2.5%
96
4
Corporations
0.9%
35
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of February 2, 2026
Discretionary81.9%
$1.8B
82% of total RAUM81.9%
Non-discretionary18.1%
$389M
18% of total RAUM18.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts6,795
10Y AUM Change+$2.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee85:1
10Y Employee Change+44 (+4400.0%)
* 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.