Overview
Assets Under Management: $142 million
Headquarters: FORT SMITH, AR
High-Net-Worth Clients: 23
Average Client Assets: $3.2 million
Frequently Asked Questions
OCTOBER WEALTH ADVISORS, INC 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 #153993), OCTOBER WEALTH ADVISORS, INC is subject to fiduciary duty under federal law.
OCTOBER WEALTH ADVISORS, INC is headquartered in FORT SMITH, AR.
OCTOBER WEALTH ADVISORS, INC serves 23 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, OCTOBER WEALTH ADVISORS, INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
OCTOBER WEALTH ADVISORS, INC manages $142 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, OCTOBER WEALTH ADVISORS, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.95%
Average Client Assets: $3.2 million
Total Client Accounts: 349
Discretionary Accounts: 318
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 153993
Filing ID: 2042540
Last Filing Date: 2026-02-11 10:44:47