CRD: 281369
October Effect Ltd.
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2015
- Office Locations
- 3
Office Locations
About October Effect Ltd.
October Effect, Ltd. is a Virginia-registered RIA fiduciary serving the Tidewater/Virginia Beach area since 2015. Led by Frank Tehel (Senior Portfolio Manager), the firm provides tailored investment strategies, model portfolios and performance accounts, plus comprehensive financial planning and insurance-based risk protection. Portfolios commonly use ETFs and mutual funds and may be custodied at Charles Schwab; the process emphasizes risk-tolerance and portfolio-analysis reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Frank David Tehel
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #1000595
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NEELY KATHLEEN ELSTRODT
President
- CRD
- #5151667
KEVIN MATTHEW JAMES
Investment Advisor Representative
- CRD
- #4673199
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,595,475 | $243,879 |
| Non-Discretionary | $0 | -- |
| Total | $145,595,475 | $243,879 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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