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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerUnison +more
- Established Date
- 02-23-2015
- Office Locations
- 1
Office Locations
About Octo Capital, LLC
Octo Capital is a flat-fee RIA led by Principal Daniel Shub (Accredited Investment Fiduciary®), providing low-cost, tax-efficient portfolio management and comprehensive financial planning with a strong emphasis on retirement income and tax strategies. The firm commonly works with clients nearing retirement, already retired, and in peak earning years, and intentionally maintains a small, selective client roster with limited capacity. Custody includes Charles Schwab.
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Owner & Executives
DANIEL B SHUB
Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal
- CRD
- #4148417
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,167,767 | $337,147 |
| Non-Discretionary | $2,783,486 | $463,914 |
| Total | $164,951,253 | $338,709 |
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Separately Managed Accounts
Total SMA Asset: $164,951,253
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,043,001,063 | 72.1% |
| Cash | $1,564,490,009 | 27.9% |
| Total | $5,607,491,072 | 100.0% |