OWEN LARUE FINANCIAL GROUP
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
FINTRXOverview
Owen Larue Financial Group is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It also operates as an insurance broker. Compensation mixes include asset-based fees, hourly charges, and fixed-fee arrangements. The firm identifies itself as a capital allocator rather than a pure discretionary manager, and it does not present itself as an ESG-focused or multi-state advisory specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities26%
- Other6%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 4BRAD TRAVIS
Investment Advisor RepresentativeCRD 2509523
WILLIAM CANN
Investment Advisor RepresentativeCRD 5362475
JAMES OWEN
Financial PlannerCRD 5454356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$220M in ETFs
62%
$136M
32%
$83.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $20.9M | 207,882 | 9.53% |
Location
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
- 109 W Poplar St
- Time zone
- CT (UTC-6)
- Office locations
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