Overview
Assets Under Management: $343 million
Headquarters: ELIZABETHTOWN, KY
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
OWEN LARUE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289436), OWEN LARUE, LLC is subject to fiduciary duty under federal law.
OWEN LARUE, LLC is headquartered in ELIZABETHTOWN, KY.
OWEN LARUE, LLC serves 45 high-net-worth clients according to their SEC filing dated March 22, 2025. View client details ↓
According to their SEC Form ADV, OWEN LARUE, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
OWEN LARUE, LLC manages $343 million in client assets according to their SEC filing dated March 22, 2025.
According to their SEC Form ADV, OWEN LARUE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,064
Discretionary Accounts: 1,051
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 289436
Filing ID: 1943272
Last Filing Date: 2025-03-22 17:12:00
Website: https://owenlarue.com