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OCTAVIA INVESTMENTS LLC
CRD 167721File 801-128303
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.0M
Below cohort median (national)
Discretionary AUM
$324.3M
Non-discretionary $2.7M
Clients
73
294 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 7, 2023
- Principal office
- Not reported
- Phone
- 775-241-8140
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.0M
- Discretionary AUM
- $324.3M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 282
- Non-discretionary accounts
- 12
- Total accounts
- 294
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $42.4M |
| High net worth individuals | 60 | $281.2M |
| Individuals (other than high net worth individuals) | 11 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.