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Octo Capital

EST. AUM
$164,951,253

CONTACTS
1

CLIENT ACCOUNTS
487

Firm Details

Metro area Detroit
CRD Number 174351
Website octo-capital.com
Client types

Overview

Octo Capital is an independent investment advisory firm that provides flat-fee portfolio management and financial planning services. The firm operates as a fiduciary, focusing on tax-efficient and cost-conscious investment strategies informed by academic research. It integrates financial and tax planning to support structured decision-making. Octo Capital accepts new clients on a limited basis and evaluates potential engagements based on availability. Prospective clients can inquire about current openings and suitability.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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