Octo Capital, LLC
Registered investment adviser · Bingham Farms, MI · CRD #174351
Form ADV data as of 2026-09-01Regulatory assets
$165.0 million
Total accounts
487
Employees
1
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/in/danielshub/
- Telephone: 248-731-7729
- SEC file number: 801-131442
- Most recent Form ADV filing: 2026-02-02
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $162.2 million |
| Non-discretionary regulatory assets under management | $2.8 million |
| Total regulatory assets under management | $165.0 million |
| Discretionary accounts | 481 |
| Non-discretionary accounts | 6 |
| Total accounts | 487 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 1 |
| Employees performing investment advisory functions (including research) | 1 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 1 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 1 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 59 | $19.7 million |
| High net worth individuals | 76 | $145.2 million |
| Charitable organizations | 1 | $144,485 |