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OCTOGONE NA

MIAMI, FL · CRD 322478 · IAPD ↗ · octogone.ch · 305-677-9559

$469.7MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
6Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — OCTOGONE NA notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
April 2026 — OCTOGONE NA now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
28
January 2026 — OCTOGONE NA changed its website from octogone-na.com to octogone.ch.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
January 2026 — OCTOGONE NA reported RAUM up 34% ($371.4M -> $497.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — OCTOGONE NA shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
28
August 2024 — OCTOGONE NA changed its website from focusfinancialpartners.com to octogone-na.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — OCTOGONE NA shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2024 — OCTOGONE NA reported RAUM up 31% ($288.6M -> $378.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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