DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Charles Richard Korger

Octavia Wealth Advisors LLCindependent RIACincinnati, Oh IA-onlyIAPD 2795363

Certified Financial Planner

Feed of 09/15/2026

Also filed as Chuck Korger

At current firm

3 y

since Aug 15, 2023

In the industry

27 y

since Mar 3, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedoctaviawa.comas printed on the bio page, Sep 16, 2026
Professional profile: octaviawa.com/team/charles-korgerreportedoctaviawa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Octavia Wealth Advisors LLC independent RIA current
since Aug 15, 2023 · Cincinnati, Oh
Areté unclassified
Jan 2, 2019 to Dec 31, 2023 · Hutchinson Island, Fl
Carson Choice Retirement Solutions, Inc. unclassified
Jan 12, 2016 to Jan 2, 2019 · Bala Cynwyd, Pa
Independence Advisors, LLC former
Jan 24, 2013 to Oct 14, 2015 · Wayne, Pa
Sage Financial Group Inc. independent RIA
Apr 14, 2004 to Jan 28, 2013 · West Conshohocken, Pa
Mercer Advisors unclassified
Jan 31, 2000 to Mar 17, 2004 · Bala Cynwyd, Pa

Moves

a registration end followed by a registration begin elsewhere

Areté to Octavia Wealth Advisors LLC
left Dec 31, 2023, registered Aug 15, 2023 (-138 days) · Other
Carson Choice Retirement Solutions, Inc. to Areté
left Jan 2, 2019, registered Jan 2, 2019 (0 days) · Other
Independence Advisors, LLC to Carson Choice Retirement Solutions, Inc.
left Oct 14, 2015, registered Jan 12, 2016 (90 days) · Other
Sage Financial Group Inc. to Independence Advisors, LLC
left Jan 28, 2013, registered Jan 24, 2013 (-4 days) · Other
Mercer Advisors to Sage Financial Group Inc.
left Mar 17, 2004, registered Apr 14, 2004 (28 days) · Other

Signals

Charles Richard Korger left Areté for Octavia Wealth Advisors Llc (registered 2023-08-15)
Dec 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address