Octavia Wealth Advisors LLC
● SEC registered since 2020CRD 306909SEC# 801-118078Cincinnati, OH
Reg. AUM
$2.15B
Employees
45
Accounts
6,795
Location
Cincinnati, OH
Octavia Wealth Advisors LLC assets under management
Octavia Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2020. It reports $2.2 billion in regulatory assets under management and employs 45 people.
Octavia Wealth Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Jude Hoefer Control | Chief Investment Officer | Under 5% | 2026 |
| Marc Edward Wagner Control | Chief Financial Officer | Under 5% | 2020 |
| Maxim Ian Meyers Control | Principal, Chief Executive Officer And Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Octavia Wealth Advisors LLC manage?
Octavia Wealth Advisors LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Octavia Wealth Advisors LLC have?
Octavia Wealth Advisors LLC reports 45 employees.
Where is Octavia Wealth Advisors LLC located?
Octavia Wealth Advisors LLC is based in Cincinnati, OH and has been SEC-registered since 2020.
Does Octavia Wealth Advisors LLC disclose fund performance?
Octavia Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9999 Carver Road, Suite 130, Cincinnati, OH 45242 |
| Phone | (513) 762-7701 |
| Fax | (513) 762-7741 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1841259 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.15B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$2.15Bregulatory AUM
Discretionary $1.76BNon-discretionary $389.3M