Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC (CRD# 306909) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,443,996,191 in 5,444 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,444
    MILLION
  • Total Number of Accounts
    5,444
    ACCOUNTS
  • Average Account Value
    $265,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Octavia Wealth Advisors LLC
Showing 1 - 10 of 30 top financial advisors.
1
Joshua N. Aldus
CRD#: 6615466
7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108

Joshua Aldus (CRD# 6615466) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 6 years of experience in the finance industry.

2
Christopher M. Bertorelli
CRD#: 2386832
7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108

Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 26 years of experience in the finance industry.

3
Eric J. Blackhall
CRD#: 5554970
2305 Historic Decatur Rd., Ste. 100, San Diego, CA 92106

Eric Blackhall (CRD# 5554970) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

4
Mark J. Bodnar
CRD#: 1201414
9999 Carver Road, Suite 130, Cincinnati, OH 45242

Mark Bodnar (CRD# 1201414) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 39 years of experience in the finance industry.

5
Jordan A. Colman
CRD#: 5860708
7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108

Jordan Colman (CRD# 5860708) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 13 years of experience in the finance industry.

6
Susan M. Farlow
CRD#: 5910377
9999 Carver Road, Suite 130, Cincinnati, OH 45242

Susan Farlow (CRD# 5910377) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.

7
Donald W. Hughett
CRD#: 3164881
9999 Carver Road, Suite 130, Cincinnati, OH 45242

Donald Hughett (CRD# 3164881) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

8
Michael W. Ingram
CRD#: 4848522
7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108

Michael Ingram (CRD# 4848522) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in San Diego, CA and has over 19 years of experience in the finance industry.

9
Charles R. Korger
CRD#: 2795363
Sarasota, FL

Charles Korger (CRD# 2795363) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Sarasota, FL and has over 25 years of experience in the finance industry.

10
Bradley M. Lauch
CRD#: 5624146
9999 Carver Road, Suite 130, Cincinnati, OH 45242

Bradley Lauch (CRD# 5624146) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.

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