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| Keyboard |
| Octavia Investments LLC
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|---|---|
| CRD # | 167721 |
| SEC # | 801-128303 |
| CIK # | |
| AUM | 327.0 M (2026-02-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 775-241-8140 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.4 |
| (b) Individuals (high net worth individuals) | 60 | 281.2 |
| (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 | 2 | 42.4 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 327.0 |
| By Discretionary | ||
| Discretionary | 282 | 324.3 |
| Non-Discretionary | 12 | 2.7 |
| Total | 294 | 327.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.0 | |
| Total | 294 | 327.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shore Point Advisors LLC
✚
|
NJ | 327.7 M |
|
Hudson Capital Advisory Inc
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NY | 327.7 M |
|
Financial Decisions LLC
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NY | 327.7 M |
|
Greenwood Family Advisors LLC
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FL | 327.1 M |
|
Pointone Family Office LLC
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CA | 327.1 M |
|
Wilkerson Advisory Group LLC
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MO | 326.9 M |
|
MPWM Advisory Solutions LLC
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|
GA | 326.9 M |
|
Purefi Wealth LLC
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|
MA | 326.4 M |
|
Entrewealth LLC
✚
|
326.3 M | |
|
Financially in Tune LLC
✚
|
MA | 326.2 M |