Owen Larue Financial Group

RIASEC RegisteredEst. 2017
Total AUM
$459M
Discretionary
$387M
84% of AUM
Avg account
$304K
Accounts
1,509
Employees
7
Advisory reps
4

Firm details

Headquarters
Elizabethtown, Kentucky
CRD number
289436
Registered since
August 24, 2017
Website
www.owenlarue.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI40.29%
  • Individuals38.92%
  • Other15.63%
  • Corporations / Businesses5.13%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Owen Larue Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individuals/families and institutional clients, operating as a capital allocator and offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm also operates as an insurance broker and lists an accounting industry affiliation. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 26%, Other 6%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities26%
  • Other6%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • James Owen

    James Owen

    Chief Executive OfficerCRD 5454356

Contacts

3 of 3
  • Robert Larue

    Robert Larue

    Financial AdvisorCRD 1920782

  • Brad Travis

    Investment Advisor RepresentativeCRD 2509523

  • William Cann

    William Cann

    Investment Advisor RepresentativeCRD 5362475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 113

Active vs passive

$247M in ETFs

Passive

64%

$157M

Active

28%

$89.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$18.4M182,5897.44%
Unlock additional holdings →

Location

Primary office

Elizabethtown, KY

Hardin

Location

Elizabethtown, KY

Headquartered in Elizabethtown, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
Hardin
Address
2907 Ring Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth