Octavia Investments LLC
● SEC registered since 2023CRD 167721SEC# 801-128303
Reg. AUM
$327M
Employees
1
Accounts
294
Location
—
About Octavia Investments
Octavia Investments is a FINRA-registered investment advisory firm that designs personalized financial plans and investment portfolios. It starts with clients' larger goals and advises through life's important financial decisions as a trusted partner.
Summary based on the firm’s website.
Octavia Investments LLC assets under management
Octavia Investments LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $327 million in regulatory assets under management and employs 1 people.
Octavia Investments LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Kovensky Control | Managing Member - Cco | Over 75% | 2013 |
Frequently asked questions
How much does Octavia Investments LLC manage?
Octavia Investments LLC reports $327 million in regulatory assets under management on its Form ADV.
How many employees does Octavia Investments LLC have?
Octavia Investments LLC reports 1 employees.
Does Octavia Investments LLC disclose fund performance?
Octavia Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 775-241-8140 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327M▲ 31%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$327Mregulatory AUM
Discretionary $324.3MNon-discretionary $2.7M