San Diego, CA Office

Octavia Wealth Advisors is an SEC-registered multi-team advisory firm managing roughly $2.15 billion for a mix of individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. It provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory (including ERISA-related services), and access to trust and custody administration through a partner relationship.

The firm implements customized portfolios through proprietary models that favor low-cost ETFs, mutual funds, and individual securities while also employing alternative investments, structured products, REITs, and oil-and-gas interests when appropriate. Octavia generally pursues a long-term investment stance but may reallocate or trade positions for rebalancing, tax harvesting, liquidity needs, or changing client objectives, and it may deploy independent managers or sub-advisors for portions of client assets.

Noteworthy features include an explicit focus on serving state and municipal clients and offering ERISA 3(38) and plan oversight services for retirement plans, as well as providing trust administrative options via a third-party custodian. The firm operates with institutional custody relationships and platform access that yield operational support, and some advisory personnel also maintain broker‑dealer registration and insurance agency roles, which the firm discloses and manages as potential conflicts of interest.