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October Wealth Advisors, Inc (Fort Smith)


October Wealth Advisors, Inc is an adviser based in Fort Smith. It manages $57.34 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.




October Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

October Wealth Advisors: assets under management

The assets under management (AUM) of October Wealth Advisors, Inc is $57.34 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.76 million in discretionary accounts and $8.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $204.32 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay October Wealth Advisors, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Smith

The principal office where October Wealth Advisors, Inc performs its advisory services is located at 322 North 8 Th Street, Fort Smith, AR 72901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 479-452-0996 or by fax 479-452-0489. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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