Owens Investment Advisors LLC

Overview

Owens Investment Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, with a particular advisory focus on financial planning and portfolio management for individuals and small businesses. Owens also operates as an insurance broker, indicating it combines investment advice with insurance product distribution. Its fee arrangements are mixed: percentage-of-assets, hourly billing, and fixed-fee engagements are all used, which suggests flexibility to accommodate different client needs and engagement types. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser or a pension consultant. It is not described as a capital allocator or as related to other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives