$1.6B Advisor Team Leaves AXA to Form Octavia Wealth Advisors

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Eight advisors have left AXA Equitable Advisors after 20-plus years to launch their own independent RIA, Octavia Wealth Advisors. While at AXA, the team managed $1.6 billion in AUM and serviced 4,800 clients. The Cincinnatti-based firm includes partners Mark Bodnar, Donald Hughett, Michael Ingram, Maxim Meyers, Andrew Seni, Justin Setzekorn, Luis Strohmeier and Marc Wagner and 35 employees, managing $151 million in assets, according to its latest Form ADV.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Octavia Wealth Advisors (“Octavia”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Octavia and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://octaviawa.com.