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Christopher Lamb

Octavia Wealth Advisors LLC

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About Christopher Lamb

Christopher Lamb is a financial advisor at Octavia Wealth Advisors LLC in Cincinnati, Ohio. Christopher has been in the financial industry since 2011 and has been with Octavia Wealth Advisors since 2022. Christopher is registered with the state of California as an investment advisor representative. Christopher specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Christopher is also a partner in a tax preparation and business consulting firm called Class Advisors in San Diego, CA. Christopher and Octavia Wealth Advisors serve high-net-worth individuals, pension and profit sharing plans, and corporations and other businesses.

Firm Information

Christopher Lamb 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

34

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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Christopher Lamb’s Registration & Firm History

OH

02/15/2022 - Present

Octavia Wealth Advisors LLC (CINCINNATI OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Lamb.
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