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OWEN LARUE FINANCIAL GROUP
OWEN LARUE, LLC
CRD 289436 · SEC 801-111041
109 W. POPLAR STREET, ELIZABETHTOWN, KY, 42701, United States
Phone
270-769-9995
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$458.9M
Discretionary AUM
$387.1M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 779 | $178.6M |
| High net worth individuals | 61 | $184.9M |
| Charitable organizations | 1 | $112K |
| Corporations/business entities | 8 | $23.6M |
States served
KY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD