$327.0M Total AUM
$324.3M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2013
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About Octavia Investments LLC
Octavia Investments is a Las Vegas-based, founder-led advisory firm providing personalized financial planning and investment portfolio management to help clients navigate major life decisions. The firm constructs portfolios using vehicles including ETFs and mutual funds, with fixed income among its investment focus areas. Custody is supported through Charles Schwab.
Team overview
54 AVG AGE
$327.0M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Prime alpha Legacy
Custodian
Zenith harbor Meridian Wave
Investment Themes
Timber insight
Investment Vehicles
Atlas Insight fusion
Services
Radial Radial Ridge Bridge Vertex signal
Owner & Executives
ANDRE KOVENSKY
Chief Executive Officer, Chief Investment Officer, Founder, Managing Member - Cco
- CRD
- #2536113
- Ownership
- 75% or more
(903) 288-9730
atlas.summit@vitalcapital.com
in linkedin.com/in/vector-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $324,305,707 | $1,150,020 |
| Non-Discretionary | $2,741,523 | $228,460 |
| Total | $327,047,230 | $1,112,406 |
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Separately Managed Accounts
Total SMA Asset: $327,047,230
Equity - Exchange:
32.5% Cash:
18.5% U.S. Government/Agency:
30.9% Municipal Bonds:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,302,614,545 | 32.5% |
| Cash | $1,310,719,049 | 18.5% |
| U.S. Government/Agency | $2,189,255,060 | 30.9% |
| Municipal Bonds | $1,282,379,178 | 18.1% |
| Total | $7,084,967,832 | 100.0% |