Firm profile

Octavia Wealth Advisors LLC

CINCINNATI, OHCRD 306909Registration Status: ApprovedEffective since February 18, 2020SEC # 801-118078Latest ADV July 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 July 2, 2026, reports $2.2B in regulatory assets under management, 45 employees, 5 offices, and 6,795 accounts.

Assets Under Management
$2.2B
Employees
45
Offices
5 offices
Total Clients
3,803

Associated firm names

1 name listed
  • OCTAVIA WEALTH ADVISORS LLC

Leadership

4 roles identified
CEOMaxim I. Meyers
CCOMaxim I. Meyers
CFOMarc E. Wagner

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

CINCINNATI, Ohio, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Ohio

CINCINNATIPrimary office

California

SAN DIEGO · LOS ANGELES

Florida

MIAMI · SARASOTA

5 office records listed · 5 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.2Bas of July 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.

Client Coverage Demographics

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

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

Private Funds

Private funds reported by Octavia Wealth Advisors LLC

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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%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
OCTAVIA FINANCIAL HOLDINGS, LLCDirect owner · Schedule AInterest in OCTAVIA WEALTH ADVISORS LLC
75%+
HONG KONG HOLDINGS, LLCIndirect owner · Schedule BInterest in OCTAVIA FINANCIAL HOLDINGS, LLC
75%+
LUIS MARCK STROHMEIERIndirect owner · Schedule BInterest in HONG KONG HOLDINGS, LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Octavia Wealth Advisors LLC.

Reported ownership and control details

Form ADV · Filing date 2026-07-02 · Schedules A and B

6 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1OCTAVIA FINANCIAL HOLDINGS, LLCHOLDING COMPANYDomestic entityOCTAVIA WEALTH ADVISORS LLC75% or moreCode EYesHOLDING COMPANY01/2020Schedule APDF page 21
2MAXIM IAN MEYERSPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERIndividualOCTAVIA WEALTH ADVISORS LLCLess than 5%Code NAYesPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER06/2020Schedule APDF page 21
3MARC EDWARD WAGNERCHIEF FINANCIAL OFFICERIndividualOCTAVIA WEALTH ADVISORS LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER06/2020Schedule APDF page 21
4JOSEPH JUDE HOEFERCHIEF INVESTMENT OFFICERIndividualOCTAVIA WEALTH ADVISORS LLCLess than 5%Code NAYesCHIEF INVESTMENT OFFICER01/2026Schedule APDF page 21
5HONG KONG HOLDINGS, LLCMEMBERDomestic entityOCTAVIA FINANCIAL HOLDINGS, LLC75% or moreCode EYesMEMBER06/2020Schedule BPDF page 22
6LUIS MARCK STROHMEIERMEMBERIndividualHONG KONG HOLDINGS, LLC25% to less than 50%Code CYesMEMBER06/2020Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/2/2026 9:59:51 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.