OCTAVIA WEALTH ADVISORS LLC

9999 Carver Road
Suite 130
Cincinnati, Ohio 45242
Tel: (513) 762-7701

About OCTAVIA WEALTH ADVISORS LLC

OCTAVIA WEALTH ADVISORS LLC, formally registered with the SEC as OCTAVIA WEALTH ADVISORS LLC. The firm was established in 02/18/2020. They have over 5 offices throughout the country.

OCTAVIA WEALTH ADVISORS LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $1,789,186,080 assets under management, offering retirement planning & investment advisory services to 6332 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306909
SEC#	801-118078
Assets Managed by Firm	$1,789,186,080
No. of Clients	6332
No. of Advisors	49

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6332	$1,789,186,080
Individuals (other than high net worth individuals)	2981	$679,756,605
High net worth individuals	355	$809,021,972
Pension and profit sharing plans	97	$278,162,532
Corporations or other businesses	35	$21,277,745

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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