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Ryan C. Sellars

OCTAVIA WEALTH ADVISORS LLC
Cincinnati, OH 45242
Some features on this profile are disabled
CRD#: 7412618
RS

Professional summary

Ryan Christopher Sellars is a registered financial advisor currently at OCTAVIA WEALTH ADVISORS LLC located in Cincinnati, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Octavia Risk Management, LLC; not investment related; 9999 Carver Rd Suite 130, Cincinnati, OH 45242; Insurance; Insurance Agent; start date: 06/13/2025; 5 hours/month; Insurance Underwriting and Reviews.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Sellars's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 11, 2023 - Present

OCTAVIA WEALTH ADVISORS LLC

Office #1: 9999 Carver Road Suite 130, Cincinnati, OH 45242
RIA
CRD#: 306909
Cincinnati, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OCTAVIA WEALTH ADVISORS LLC
OCTAVIA WEALTH ADVISORS LLC

CRD#: 306909 / SEC#: 801-118078

RIA
Registered Investment Advisory firm - (2/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/11/2023)
IAR
Texas
(12/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2022
Securities Industry Essentials Examination

Current Firm

OW
OCTAVIA WEALTH ADVISORS LLC
OCTAVIA WEALTH ADVISORS LLC

CRD#: 306909 / SEC#: 801-118078

RIA
Registered Investment Advisory firm - (2/18/2020 Approved)
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Contact information

Main Address
9999 Carver Road Suite 130, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 762-7701
Established
Firm type
Fiscal year end
# of Employees
49

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCTAVIA WEALTH ADVISORS FORM ADV2A ("DISCLOSURE BROCHURE") (2/12/2025)

Regulatory assets under management

Total Number of Accounts6,332
AUM (Assets Under Management)$ 1,789,186,080

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OCTAVIA WEALTH ADVISORS LLC

CRD#: 306909Cincinnati, OH 45242

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