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October Wealth Advisors, Inc

● SEC registered since 2022CRD 153993SEC# 801-124993Fort Smith, AR
Export (members)
Reg. AUM
$130.7M
Employees
3
Accounts
351
Location
Fort Smith, AR

October Wealth Advisors, Inc assets under management

October Wealth Advisors, Inc is an investment advisory firm registered with the SEC based in Fort Smith, AR. The firm has been registered since 2022. It reports $130.7 million in regulatory assets under management and employs 3 people.
www.octwealth.comView on SEC.gov ↗

October Wealth Advisors, Inc owners & executives

1 reported
NameTitleOwnershipSince
David Clarke Craig ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does October Wealth Advisors, Inc manage?

October Wealth Advisors, Inc reports $130.7 million in regulatory assets under management on its Form ADV.

How many employees does October Wealth Advisors, Inc have?

October Wealth Advisors, Inc reports 3 employees.

Where is October Wealth Advisors, Inc located?

October Wealth Advisors, Inc is based in Fort Smith, AR and has been SEC-registered since 2022.

Does October Wealth Advisors, Inc disclose fund performance?

October Wealth Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address322 North 8th Street, Fort Smith, AR 72901
Phone479-452-0996
Fax479-452-0489
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.8M
Non-discretionary$11.9M
Total (RAUM)$130.7M