Octavia

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

916

Total plan assets

$81.0M

Filings (rows)

Direct comp

$81K

Indirect comp

Showing only "OCTAVIA"

View all 4 variants aggregated →

OCTAVIA WEALTH ADVISORS9 OCTAVIA MALONE3 OCTAVIA L SAMUELS3 OCTAVIA3

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Octavia?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Sheakley Group, Inc. The Sheakley Group of Companies 401(k) Plan · all filings	CINCINNATI, OH	Advisor / Consultant	382	$29.1M	$16K	$0
The Sheakley Group, Inc. The Sheakley Group of Companies 401(k) · all filings	CINCINNATI, OH	Advisor / Consultant	270	$28.7M	$14K	$0
The Sheakley Group, Inc. The Sheakley Group of Companies 401(k) · all filings	CINCINNATI, OH	Advisor / Consultant	264	$23.2M	$51K	$0