Octavia Wealth Advisors LLC

Octavia Wealth Advisors, LLC is a registered investment advisor established in January 2020, operating as a Limited Liability Company (LLC) under the laws of Delaware. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, institutions, and retirement plans. Octavia serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides customized investment advisory solutions, including discretionary investment management and related advisory services. Octavia primarily utilizes fundamental and technical analysis methods in developing investment strategies for clients. The firm's investment approach is long-term focused, but it may buy, sell, or reallocate positions based on client objectives or market conditions. Octavia's fee structure includes investment advisory fees based on assets under management, ranging up to 2.00% annually. Financial planning services are offered on an hourly basis or for a fixed fee. The firm also provides retirement plan advisory services, charging an annual asset-based fee of up to 1.50% or an annual fixed fee. Octavia does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client accounts, except for limited circumstances related to fee deductions and money movement authorizations. Octavia has implemented a Code of Ethics to guide its business practices and address conflicts of interest. Clients receive periodic reviews of their accounts, and Octavia encourages client participation in the investment process. The firm's Privacy Policy outlines its commitment to safeguarding client information and details how personal information is collected, shared, and protected.