October Wealth Advisors

October Wealth Advisors

October Wealth Advisors opened in 2010 in Fort Smith, Arkansas, under President David C. Craig, a University of Arkansas–trained finance and economics graduate who spent two decades at Paul Manners & Associates before launching the independent practice. Craig holds Series 2 and 63 licenses dating to the early 1990s. The firm discloses no single-family wealth origin or institutional backer. Craig and investment advisors Jon-Erik Garrido and Erin J. Craig construct portfolios using common and preferred equities, equity ETFs and mutual funds, plus municipal and corporate bonds and fixed-income ETFs and mutual funds. The firm does not indicate venture, private equity, real estate, or credit funds among its offerings. Client account types span IRAs, individual taxable accounts, educational savings vehicles, and foundation and educational endowment funds, pointing to a local and regional high-net-worth and nonprofit client base rather than institutional limited partners. No geographic footprint outside Arkansas is claimed. Three professionals are listed on the firm’s website — Craig, Garrido (Series 65, with a prior engineering and energy-services background), and Erin J. Craig (who joined in 2020 after stints in public education and community banking). The firm operates from a single Fort Smith office and publishes no AUM, no separate philanthropic foundation, and no disclosed co-investment vehicles or peer networks. October Wealth Advisors functions as a classic Main Street registered investment advisor rather than a multi-family office or alternatives allocator. Its structural differentiator is a deliberate absence of institutional complexity: no fund structures, no outside GPs, and a public-markets-only mandate delivered by a three-person team to individual Arkansas clients.