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OCTO CAPITAL, LLC
CRD 174351 · SEC 801-131442
31600 TELEGRAPH ROAD, SUITE 200, BINGHAM FARMS, MI, 48025, United States
Phone
248-731-7729
Fax
248-419-1904
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.0M
Discretionary AUM
$162.2M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $19.7M |
| High net worth individuals | 76 | $145.2M |
| Charitable organizations | 1 | $144K |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD