Overview
Assets Under Management: $141 million
Headquarters: BINGHAM FARMS, MI
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
OCTO CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174351), OCTO CAPITAL, LLC is subject to fiduciary duty under federal law.
OCTO CAPITAL, LLC is headquartered in BINGHAM FARMS, MI.
OCTO CAPITAL, LLC serves 63 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, OCTO CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OCTO CAPITAL, LLC manages $141 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, OCTO CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 465
Discretionary Accounts: 459
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 174351
Last Filing Date: 2025-02-12 00:00:00
Website: https://octo-capital.com