October Wealth Advisors, Inc.
October Wealth Advisors, Inc. (CRD# 153993) is a financial advisory firm headquartered in Fort Smith, AR. They manage $112,474,433 in 347 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
October Wealth Advisors, Inc.
By the Numbers
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Total Assets Under Management112MILLION
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Total Number of Accounts347ACCOUNTS
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Average Account Value$324,134
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, OK, TX
Financial Advisors at October Wealth Advisors, Inc.
1
David Craig (CRD# 2070323) is an Investment Advisor Representative working at October Wealth Advisors, Inc. in Fort Smith, AR and has over 30 years of experience in the finance industry.
2
Jon-erik Garrido (CRD# 6439405) is an Investment Advisor Representative working at October Wealth Advisors, Inc. in Fort Smith, AR and has over 8 years of experience in the finance industry.
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