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Charles Richard Korger

Octavia Wealth Advisors LLC

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About Charles Richard Korger

Charles Korger is a financial advisor with Octavia Wealth Advisors LLC and is based in Sarasota, FL. Charles has been in the industry since 1999 and holds Series 7, 6, 63, and 65 licenses. Charles specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Charles Korger is currently registered with Octavia Wealth Advisors LLC. Octavia Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm with over $1.79 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Octavia Wealth Advisors LLC

9999 CARVER ROAD

CINCINNATI, OH 45242

$1.79B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Korger’s Registration & Firm History

OH

08/15/2023 - Present

Octavia Wealth Advisors LLC (CINCINNATI OH)

CA

08/31/2000 - 10/30/2001

MERCER GLOBAL SECURITIES LLC (IRVINE CA)

CA

12/07/1999 - 01/11/2000

MERCER GLOBAL SECURITIES LLC (IRVINE CA)

PA

01/20/1999 - 12/03/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 12/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Richard Korger.
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