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OCTAVIA INVESTMENTS LLC

· CRD 167721 · IAPD ↗ · octaviainvestments.com · 775-241-8140

$327.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — OCTAVIA INVESTMENTS LLC reported RAUM up 31% ($248.9M -> $327.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — OCTAVIA INVESTMENTS LLC reported RAUM up 30% ($192.1M -> $248.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — OCTAVIA INVESTMENTS LLC reported RAUM up 52% ($126.2M -> $192.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.