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OCTO CAPITAL, LLC

BINGHAM FARMS, MI · CRD 174351 · IAPD ↗ · 248-731-7729

$165.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — OCTO CAPITAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — OCTO CAPITAL, LLC (BINGHAM FARMS, MI) is newly SEC-registered with $133.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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