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Chief Investment Officer · Octavia Wealth Advisors LLC

Joseph J. Hoefer

CRD 2692334 · Named on Form ADV at one SEC-registered adviser

At a glance

Octavia Wealth Advisors LLC, an SEC-registered wealth manager based in Cincinnati, OH with $2.2 billion in regulatory assets, lists Joseph J. Hoefer on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Maxim I. MeyersPrincipal, Chief Executive Officer and Chief Compliance Officer, Octavia Wealth Advisors LLC
  • Marc E. WagnerChief Financial Officer, Octavia Wealth Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.