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RIA / WealthAdvisorCertified Financial Planner27 years in industry

CHARLES RICHARD KORGER

Advisor at OCTAVIA WEALTH ADVISORS LLC

CINCINNATI, OH | Sarasota, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OCTAVIA WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 3, 1999
First registration: Jan 31, 2000
Dual registered: no
Other names: CHUCK KORGER
IAPD individual key: 2795363

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OCTAVIA WEALTH ADVISORS LLC	Independent wealth	Aug 15, 2023	n/a	yes	CINCINNATI, OH\|Sarasota, FL	Current employment
ARETÉ	n/a	Jan 2, 2019	Dec 31, 2023	no	HUTCHINSON ISLAND, FL\|HUTCHINSON ISLAND, FL\|SARASOTA, FL	Previous registration
CARSON CHOICE RETIREMENT SOLUTIONS, INC.	n/a	Jan 12, 2016	Jan 2, 2019	no	BALA CYNWYD, PA	Previous registration
INDEPENDENCE ADVISORS, LLC	Former SEC adviser	Jan 24, 2013	Oct 14, 2015	no	WAYNE, PA	Previous registration
SAGE FINANCIAL GROUP INC.	Independent wealth	Apr 14, 2004	Jan 28, 2013	no	WEST CONSHOHOCKEN, PA\|BALA CYNWYD, PA	Previous registration
MERCER ADVISORS	n/a	Jan 31, 2000	Mar 17, 2004	no	BALA CYNWYD, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARETÉ	OCTAVIA WEALTH ADVISORS LLC	Dec 31, 2023	Aug 15, 2023	-138	Firm change after gap	Other
CARSON CHOICE RETIREMENT SOLUTIONS, INC.	ARETÉ	Jan 2, 2019	Jan 2, 2019	0	Firm change	Other
INDEPENDENCE ADVISORS, LLC	CARSON CHOICE RETIREMENT SOLUTIONS, INC.	Oct 14, 2015	Jan 12, 2016	90	Firm change	Other
SAGE FINANCIAL GROUP INC.	INDEPENDENCE ADVISORS, LLC	Jan 28, 2013	Jan 24, 2013	-4	Firm change	Other
MERCER ADVISORS	SAGE FINANCIAL GROUP INC.	Mar 17, 2004	Apr 14, 2004	28	Firm change	Other

Relationships

Registered with (6)

→ OCTAVIA WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Aug 15, 2023 to presentfactForm ADV
→ ARETÉRegistered adviserregistration: previous registration
Jan 2, 2019 to Dec 31, 2023factForm ADV
→ CARSON CHOICE RETIREMENT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jan 12, 2016 to Jan 2, 2019factForm ADV
→ INDEPENDENCE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 24, 2013 to Oct 14, 2015factForm ADV
→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Apr 14, 2004 to Jan 28, 2013factForm ADV
→ MERCER ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2000 to Mar 17, 2004factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Charles Richard Korger left Areté for Octavia Wealth Advisors Llc (registered 2023-08-15)
Form ADVobserved 5 days ago