$141.6M Total AUM
$130.8M Disc. AUM
-- 3Y CAGR
2 Employees
160 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-2010
- Office Locations
- 1
Office Locations
322 North 8TH Street Fort Smith AR
About October Wealth Advisors, INC
October Wealth Advisors, Inc. provides wealth management with account and portfolio management for individuals (including retirees) as well as IRA, education, and endowment/foundation accounts. Investment work spans equities (stocks and equity ETFs/mutual funds) and fixed income, including municipal and corporate bonds plus related ETFs/funds. Custody includes Charles Schwab; advisor platforms include Envestnet/Tamarac.
Team overview
-- AVG AGE
$70.8M AVG AUM / ADVISOR
$885.3K AVG AUM / CLIENT
13.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID CLARKE CRAIG
Chief Compliance Officer, Owner, President
- CRD
- #2070323
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JON-ERIK IAN GARRIDO
Associate
- CRD
- #6439405
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,783,741 | $411,270 |
| Non-Discretionary | $10,857,526 | $350,243 |
| Total | $141,641,267 | $405,849 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing