OCTAVIA WEALTH ADVISORS LLC

CRD 306909File 801-118078

APPROVED

Retail clients

Custody

Filing as of Jul 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.15B

Top 25% of cohort (national)

Discretionary AUM

$1.76B

Non-discretionary $389.3M

Clients

3,803

6,795 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 18, 2020
Principal office: 9999 CARVER ROAD, SUITE 130, CINCINNATI, OH, 45242
Phone: (513) 762-7701
Website: https://x.com/OctaviaWealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.15B
Discretionary AUM: $1.76B
Non-discretionary AUM: $389.3M
Discretionary accounts: 6,181
Non-discretionary accounts: 614
Total accounts: 6,795
AUM per client: $566K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	35	$32.0M
High net worth individuals	460	$1.08B
Pension and profit sharing plans	96	$327.8M
State or municipal government entities	Fewer than 5	$1.0M
Individuals (other than high net worth individuals)	3,212	$709.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.