A complete list of active advisors currently associated with Octavia Investments LLC

Warmer can help you find a great advisor at Octavia Investments LLC or one who fits your needs even better.

Octavia Investments LLC provides discretionary portfolio management and related financial planning to a mix of individual clients, high‑net‑worth individuals, trusts, family offices, and corporations. The firm creates an Investment Policy Statement for each client, recommends allocations across its named portfolio strategies, and requests discretionary authority to select securities and execute transactions on behalf of clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis and implements strategies that include long‑term and short‑term trading, short sales, and options writing. Portfolios are built from a similar suite of strategies for all clients but are allocated to match each client’s IPS and risk tolerance; the brochure also notes there is no account minimum. Octavia reports approximately $327.0 million in assets under management as of December 31, 2025, concentrated under its principal advisor—an AUM‑per‑advisor level that is uncommon among similarly supported firms. The brochure lists distinct, fee‑tiered strategies by name (Market Index, Active Index, Income, Atlas, Unconstrained), includes the standard past‑performance disclaimer and a material‑changes disclosure documenting recent AUM growth, and describes use of higher‑risk instruments (short sales, options writing, private placements), all of which differentiate it from many peers.

To learn more about the advisors currently working at Octavia Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.