Jacob Flaspohler

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

• 01/2023 → Present
  Octavia Wealth Advisors, Llc
  Cincinnati, OH
• 02/2022 → 12/2022
  Fifth Third Bank, National Association
  Batesville, IN
• 07/2021 → 01/2022
  Prime Capital Investment Advisors, Llc Dba Giesting Financial
  Batesville, IN
• 04/2020 → 01/2021
  Flaherty & Collins Properties
  Brookville, IN
• 05/2016 → 03/2020
  Hillcrest Golf And Country Club
  Batesville, IN
• 04/2021 → 07/2021
  Flaherty & Collins Properties
  Brookville, IN
• 06/2025 → Present
  Octavia Risk Management, Llc
  Cincinatti, OH

Other Businesses

Octavia Risk Management, LLC; not investment related; 9999 Carver Rd Suite 130, Cincinnati, OH 45242; Insurance; Insurance Agent; 5 hours/month; Insurance Underwriting and Reviews.

Designations

• Certified Financial Planner