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| Octavia Wealth Advisors LLC
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| CRD # | 306909 |
| SEC # | 801-118078 |
| CIK # | 0001841259 |
| AUM | 2,153.5 M (2026-06-08) |
| Employees | 45 (69% Investors, 58% Brokers) |
| Phone | 513-762-7701 |
| Address | 9999 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 46.3 | ||
| Alphabet Inc | 35.1 | ||
| Nvidia Corp | 26.8 | ||
| Amazon Com Inc | 20.5 | ||
| Micron Technology Inc | 13.9 | ||
| Microsoft Corp | 8.1 | ||
| Altria Group Inc | 7.9 | ||
| Alphabet Inc | 6.7 | ||
| Procter & Gamble Co | 5.9 | ||
| Wal Mart Stores Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,212 | 0.7 |
| (b) Individuals (high net worth individuals) | 460 | 1.1 |
| (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 | 96 | 0.3 |
| (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 | 35 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,795 | 2.2 |
| By Discretionary | ||
| Discretionary | 6,181 | 1.8 |
| Non-Discretionary | 614 | 0.4 |
| Total | 6,795 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6,795 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841259] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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