OCTAGON FINANCIAL SERVICES INC
Legal name: OFS
CRD #107335 SEC #801-20076 MCLEAN, VA (703) 905-3300
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
24
Clients
251
Accounts
461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.2B | $189.1M | 24 | 0 |
| May 2024 | $1.2B | $1.1B | $116.2M | 23 | 0 |
| Mar 2024 | $1.2B | $1.1B | $116.2M | 23 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2021 | $938.7M | $938.7M | $0 | 19 | 0 |
| Jun 2020 | $801.6M | $801.6M | $0 | 19 | 0 |
| Mar 2020 | $801.6M | $801.6M | $0 | 19 | 0 |
| Mar 2019 | $659.7M | $659.7M | $0 | 19 | 0 |
| Mar 2018 | $629.7M | $629.7M | $0 | 20 | 0 |
| Mar 2017 | $533.6M | $533.6M | $0 | 15 | 100 |
| Apr 2016 | $510.2M | $510.2M | $0 | 11 | 100 |
| Mar 2016 | $510.2M | $510.2M | $0 | 11 | 100 |
| Jul 2015 | $472.2M | $472.2M | $0 | 12 | 200 |
| Mar 2015 | $472.2M | $472.2M | $0 | 12 | 200 |
| Mar 2014 | $450.3M | $450.3M | $0 | 13 | 200 |
| Aug 2013 | $392.4M | $392.4M | $0 | 14 | 26 |
| May 2013 | $392.4M | $392.4M | $0 | 14 | 26 |
| Apr 2013 | $392.4M | $392.4M | $0 | 14 | 26 |
| Aug 2012 | $309.8M | $309.8M | $0 | 11 | 200 |
| Mar 2012 | $309.8M | $309.8M | $0 | 11 | 200 |
| Mar 2012 | $309.8M | $309.8M | $0 | 11 | 200 |
| Apr 2011 | $251.4M | $251.4M | $0 | -- | -- |
| Jun 2010 | $230.3M | $230.3M | $0 | -- | -- |
| Mar 2010 | $230.3M | $230.3M | $0 | -- | -- |
| Oct 2009 | $169.8M | $169.8M | $0 | -- | -- |
| Oct 2007 | $169M | $169M | $0 | -- | -- |
| Mar 2007 | $170.7M | $170.7M | $0 | -- | -- |
| Sep 2005 | $137.5M | $137.5M | $0 | -- | -- |
| May 2005 | $137.5M | $137.5M | $0 | -- | -- |
| Apr 2004 | $141.8M | $141.8M | $0 | -- | -- |
| Apr 2002 | $92.8M | $92.8M | $0 | 10 | -- |
| Jul 2001 | $108.4M | $108.4M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$189.1M
Employees24
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$116.2M
Employees23
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$116.2M
Employees23
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$938.7M
Discretionary$938.7M
Non-Disc.$0
Employees19
Clients0
DateJun 2020
Total AUM$801.6M
Discretionary$801.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$801.6M
Discretionary$801.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$659.7M
Discretionary$659.7M
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$629.7M
Discretionary$629.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2017
Total AUM$533.6M
Discretionary$533.6M
Non-Disc.$0
Employees15
Clients100
DateApr 2016
Total AUM$510.2M
Discretionary$510.2M
Non-Disc.$0
Employees11
Clients100
DateMar 2016
Total AUM$510.2M
Discretionary$510.2M
Non-Disc.$0
Employees11
Clients100
DateJul 2015
Total AUM$472.2M
Discretionary$472.2M
Non-Disc.$0
Employees12
Clients200
DateMar 2015
Total AUM$472.2M
Discretionary$472.2M
Non-Disc.$0
Employees12
Clients200
DateMar 2014
Total AUM$450.3M
Discretionary$450.3M
Non-Disc.$0
Employees13
Clients200
DateAug 2013
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees14
Clients26
DateMay 2013
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees14
Clients26
DateApr 2013
Total AUM$392.4M
Discretionary$392.4M
Non-Disc.$0
Employees14
Clients26
DateAug 2012
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$309.8M
Discretionary$309.8M
Non-Disc.$0
Employees11
Clients200
DateApr 2011
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees10
Clients--