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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and February 2, 2026, reported AUM increased 17.2%, from $140.7M to $165.0M.
Across 3 reported observations, AUM increased 23.2% between November 16, 2024 and February 2, 2026, from $133.9M to $165.0M.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 1 advisory representatives and 136 clients, or 136 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DANIEL B SHUB
Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal
- CRD
- #4148417
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Octo Capital, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.