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| Happy Holidays!! thanks for using AUM13F!! |
| Octagon Financial Services Inc
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| CRD # | 107335 |
| SEC # | 801-20076 |
| CIK # | 0000729665 |
| AUM | $1.4 B (2025-03-27) |
| Employees | 24 (29% Investors, 0% Brokers) |
| Phone | 703-905-3300 |
| Address | 7950 Jones Branch Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 46.9 |
| (b) Individuals (high net worth individuals) | 149 | 1,300.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 76 | 8.4 |
| (n) Other | 37 | 0.3 |
| Total | 461 | 1,355.7 |
| By Discretionary | ||
| Discretionary | 445 | 1,166.5 |
| Non-Discretionary | 16 | 189.1 |
| Total | 461 | 1,355.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 120.4 | |
| United States Persons | 1,235.3 | |
| Total | 461 | 1,355.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Slater Investments Limited
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|
1.4 | |
|
Gilbert & Cook Inc
✚
|
IA | 1.4 |
|
Grassi Investment Management LLC
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|
CA | 1.4 |
|
Euro Pacific Asset Management LLC
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|
PR | 1.4 |
|
Invictus Private Wealth LLC
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|
1.4 | |
|
Summit Wealth Group LLC
✚
|
CO | 1.4 |
|
Heronbridge Investment Management LLP
✚
|
1.3 | |
|
Murray Financial Group LLC
✚
|
MN | 1.3 |
|
True Link Financial Advisors LLC
✚
|
CA | 1.3 |
|
Wendell David Associates Inc
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|
NH | 1.3 |