← Directory
OCTO CAPITAL, LLC
CRD 174351File 801-131442
APPROVED
Retail clients
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$165.0M
Bottom 25% of cohort (national)
Discretionary AUM
$162.2M
Non-discretionary $2.8M
Clients
136
487 accounts
Employees
1
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 8, 2024
- Principal office
- 31600 TELEGRAPH ROAD, SUITE 200, BINGHAM FARMS, MI, 48025
- Phone
- 248-731-7729
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.0M
- Discretionary AUM
- $162.2M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 481
- Non-discretionary accounts
- 6
- Total accounts
- 487
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $144K |
| High net worth individuals | 76 | $145.2M |
| Individuals (other than high net worth individuals) | 59 | $19.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.