Octo Capital, LLC
Octo Capital, LLC (CRD# 174351) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $8,433,571 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts96ACCOUNTS
Average Account Value$87,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Shub (CRD# 4148417) is an Investment Advisor Representative working at Octo Capital, LLC in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.
Charlee Chard (CRD# 6448103) is an Investment Advisor Representative working at Octo Capital, LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.