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 and acts as a capital allocator, selecting third‑party managers as part of its advisory work. Its service mix includes financial planning, portfolio management for individuals and small businesses, and manager selection; the firm also operates as an insurance broker. Fee arrangements are flexible, combining AUM‑based fees with hourly and fixed‑fee engagements. The firm does not position itself as an ESG investor and is not designated as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
1 of 1
James Owen
Chief Executive OfficerCRD 5454356
Contacts
3 of 3Brad Travis
Investment Advisor RepresentativeCRD 2509523
William Cann
Investment Advisor RepresentativeCRD 5362475
Robert Larue
Financial AdvisorCRD 1920782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$247M in ETFs
64%
$157M
28%
$89.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $18.4M | 182,589 | 7.44% |
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
- 2907 Ring Rd
- Time zone
- CT (UTC-6)
- Office locations
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