Charles Richard Korger

Employer firm

Octavia Wealth Advisors LLC CRD 306909

$2.15B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 12/2018
  Carson Choice Retirement Solutions, Inc.
  Bala Cynwyd, PA
• 01/2019 → 12/2023
  Arete Partners, Llc
  Sarasota, FL
• 08/2023 → Present
  Octavia Wealth Advisors, Llc
  Sarasota, FL

Previous Registrations

• 2019-01-02 → 2023-12-31
  Areté
  Hutchinson Island, FL
  Hutchinson Island, FL
  Sarasota, FL
• 2016-01-12 → 2019-01-02
  Carson Choice Retirement Solutions, Inc.
  Bala Cynwyd, PA
• 2013-01-24 → 2015-10-14
  Independence Advisors, Llc
  Wayne, PA
• 2004-04-14 → 2013-01-28
  Sage Financial Group Inc.
  West Conshohocken, PA
  Bala Cynwyd, PA
• 2000-01-31 → 2004-03-17
  Mercer Advisors
  Bala Cynwyd, PA

Other Businesses

1) Unitifi, investment-related, 12020 Shamrock Plaza #200, Omaha, NE 68154, Consultant and minority owner, 1-10 Hrs/Month

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-04
• S63 Uniform Securities Agent State Law Examination
  1999-03-03

Designations

• Certified Financial Planner

Other Names

• Chuck Korger