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OWEN LARUE FINANCIAL GROUP
Legal name: OWEN LARUE, LLC
CRD 289436File 801-111041
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$458.9M
Above cohort median (national)
Discretionary AUM
$387.1M
Non-discretionary $71.7M
Clients
849
1,509 accounts
Employees
7
Above cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 24, 2017
- Principal office
- 2907 RING ROAD, ELIZABETHTOWN, KY, 42701
- Phone
- 270-769-9995
- Website
- HTTPS://WWW.OWENLARUE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $458.9M
- Discretionary AUM
- $387.1M
- Non-discretionary AUM
- $71.7M
- Discretionary accounts
- 1,497
- Non-discretionary accounts
- 12
- Total accounts
- 1,509
- AUM per client
- $540K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $23.6M |
| Charitable organizations | Fewer than 5 | $112K |
| High net worth individuals | 61 | $184.9M |
| Individuals (other than high net worth individuals) | 779 | $178.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 861 | 849 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.