Octavia Investments LLC
SEC RegisteredYour Trusted Financial Partner.
About the firm
Octavia Investments is a FINRA Registered Investment Advisory firm that designs financial solutions with clients in mind, starting by listening to understand their larger goals and guiding them through financial planning, investment portfolio creation, and important financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Creating financial plans, creating investment portfolios, and advising on life's important financial decisions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.4M |
| High Net Worth Individuals | 60 | $281M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Market Index - Up to $499,999 | 0.35% |
| Market Index - $500,000 to $999,999 | 0.30% |
| Market Index - $1,000,000+ | 0.25% |
| Active Index - Up to $499,999 | 0.55% |
| Active Index - $500,000 to $999,999 | 0.50% |
| Active Index - $1,000,000+ | 0.45% |
| Income - Up to $499,999 | 0.55% |
| Income - $500,000 to $999,999 | 0.50% |
| Income - $1,000,000+ | 0.45% |
| Atlas - Up to $499,999 | 1.50% |
| Atlas - $500,000 to $999,999 | 1.25% |
| Atlas - $1,000,000+ | 1.00% |
| Unconstrained - Up to $499,999 | 1.50% |
| Unconstrained - $500,000 to $999,999 | 1.25% |
| Unconstrained - $1,000,000+ | 1.00% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Octavia Investments LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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