Brian Mitchell Price
Investment adviser representative at Octavia Wealth Advisors LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Octavia Wealth Advisors, LLCMay 2021 to now
- Charter CommunicationsJun 2020 to Jul 2020
- Hussmann CorporationJun 2019 to Aug 2019
- Xavier UniversityAug 2017 to May 2021
- The Men's WearhouseSep 2015 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, OH).
Octavia Wealth Advisors LLC
$2.2BAssets managed
3,803Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7418514
- Firm CRD
- 306909