Octagon Financial Services Inc
CRD 107335SEC# 801-20076McLean, VA
No longer SEC-registered. Octagon Financial Services Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.36B
Employees
24
Accounts
461
Location
McLean, VA
Octagon Financial Services Inc assets under management
Octagon Financial Services Inc is a registered investment adviser overseen by the SEC based in McLean, VA. It reports $1.4 billion in regulatory assets under management and employs 24 people.
Octagon Financial Services Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin J Philbin Control | Chief Operating Officer | Under 5% | 2023 |
| Christopher John Legg Control | Vice President | Under 5% | 2013 |
| Frank Matthew Zecca Control | President | Under 5% | 2013 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Octagon Financial Services Inc manage?
Octagon Financial Services Inc reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Octagon Financial Services Inc have?
Octagon Financial Services Inc reports 24 employees.
Where is Octagon Financial Services Inc located?
Octagon Financial Services Inc is based in McLean, VA.
Does Octagon Financial Services Inc disclose fund performance?
Octagon Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7950 Jones Branch Drive, Suite 700n, McLean, VA 22102 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.36BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.17BNon-discretionary $189.1M