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Ryan Christopher Sellars

Octavia Wealth Advisors LLC

Cincinnati, OH

CRD 7412618

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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:

Current Employers
Octavia Wealth Advisors Llc

9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-09
OH RA APPROVED 2023-05-11
  • TX RA
    APPROVED
    Since 2024-12-09
  • OH RA
    APPROVED
    Since 2023-05-11

Branch Locations

9999 Carver Road Suite 130, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Octavia Wealth Advisors, Llc Cincinnati OH 06/2021 08/2024
University Of Dayton Dayton OH 08/2017 05/2021
The Golf Club New Albany OH 06/2016 05/2021
New Albany High School New Albany OH 08/2013 06/2017
Octavia Wealth Advisors, Llc Cincinnati OH 08/2024 Present
Octavia Risk Management, Llc Cincinatti OH 06/2025 Present
  • 06/2021 → 08/2024
    Cincinnati, OH
  • 08/2017 → 05/2021
    University Of Dayton
    Dayton, OH
  • 06/2016 → 05/2021
    The Golf Club
    New Albany, OH
  • 08/2013 → 06/2017
    New Albany High School
    New Albany, OH
  • 08/2024 → Present
    Cincinnati, OH
  • 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; start date: 06/13/2025; 5 hours/month; Insurance Underwriting and Reviews.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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