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Logan Andrew Snow

Octavia Wealth Advisors LLC

Cincinnati, OH

CRD 7940705

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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
OH RA APPROVED 2024-10-22
  • OH RA
    APPROVED
    Since 2024-10-22

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
Full Time Student Cincinnati OH 06/2014 01/2023
University Of Cincinnati Investment Office Cincinnati OH 01/2023 04/2024
Institutional Portfolio Analyst Intern Cincinnati OH 05/2023 05/2024
Octavia Wealth Advisors, Llc Cincinnati OH 05/2024 Present
  • 06/2014 → 01/2023
    Full Time Student
    Cincinnati, OH
  • 01/2023 → 04/2024
    University Of Cincinnati Investment Office
    Cincinnati, OH
  • 05/2023 → 05/2024
    Institutional Portfolio Analyst Intern
    Cincinnati, OH
  • 05/2024 → Present
    Octavia Wealth Advisors, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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