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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 24, 2025 and February 11, 2026, reported AUM increased 8.3%, from $130.7M to $141.6M.
Across 5 reported observations, AUM increased 13.0% between April 12, 2022 and February 11, 2026, from $125.3M to $141.6M.
Of the latest reported AUM, 92.3% is discretionary and 7.7% is non-discretionary.
The firm reports 2 advisory representatives and 160 clients, or 80 clients per representative. That equates to $885.3K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full October Wealth Advisors, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID CLARKE CRAIG
Chief Compliance Officer, Owner, President
- CRD
- #2070323
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JON-ERIK IAN GARRIDO
Associate
- CRD
- #6439405
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,783,741 | $411,270 |
| Non-Discretionary | $10,857,526 | $350,243 |
| Total | $141,641,267 | $405,849 |
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Separately Managed Accounts
SMA allocation detail is available
October Wealth Advisors, INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.