# Owen Larue Financial Group

> Owen Larue Financial Group is an SEC-registered investment advisory firm in Elizabethtown, KY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 289436
- Filed as: OWEN LARUE FINANCIAL GROUP
- Legal name: Owen Larue, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Elizabethtown, KY
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289436
- AdvisorCensus page: https://advisorcensus.com/firm/owen-larue-financial-group-elizabethtown-ky-289436

## Quick answers

**How is Owen Larue Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Owen Larue Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Owen Larue Financial Group charge?**
Its Form ADV Part 2A brochure dated July 17, 2026 states: Hourly rate: $325 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Owen Larue Financial Group located?**
Owen Larue Financial Group's principal office is in Elizabethtown, KY, according to its Form ADV.

**Is Owen Larue Financial Group registered with the SEC or a state?**
Owen Larue Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289436.

**How much does Owen Larue Financial Group manage?**
Owen Larue Financial Group reports $458,861,120 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (84% discretionary).

**How have Owen Larue Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Owen Larue Financial Group: Regulatory assets under management: $234,241,830 in the October 2021 data and $458,861,120 in the October 2026 data, up 96%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Owen Larue Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (779); high net worth individuals (61); other (12).

**Which custodians does Owen Larue Financial Group use?**
Owen Larue Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Owen Larue Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289436

**Does Owen Larue Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 17, 2026 says: "Our minimum initial household value is $250,000; however, we may accept households and accounts for less than the minimum at our sole discretion."

**What changed in Owen Larue Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $343,130,053 to $458,861,120 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our minimum initial household value is $250,000; however, we may accept households and accounts for less than the minimum at our sole discretion.

- Hourly rate: $325 an hour (financial planning services)

> Our fees for financial planning services range from $325 to $15,000 or at an hourly rate of $325.00 an hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $458,861,120
- Discretionary: $387,131,854
- Non-discretionary: $71,729,266

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 779 | $178,605,886 |
| High net worth individuals | 61 | $184,857,025 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $112,412 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $23,556,531 |
| Other | 12 | $71,729,266 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [owenlarue.com](https://owenlarue.com)
- Facebook @OWENLARUEFINANCIALGROUP
- LinkedIn @22304044
- X @OL-FINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,241,830 | 3 | January 28, 2021 |
| October 2022 | $270,928,695 | 3 | February 24, 2022 |
| October 2023 | $234,590,600 | 4 | March 5, 2023 |
| October 2024 | $272,897,161 | 7 | May 28, 2024 |
| October 2025 | $343,130,053 | 7 | March 22, 2025 |
| October 2026 | $458,861,120 | 7 | September 8, 2026 |

Regulatory assets under management: $234,241,830 in the October 2021 data and $458,861,120 in the October 2026 data, up 96%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $343,130,053 to $458,861,120 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Owen Larue Financial Group (CRD 289436): Form ADV filing data as of October 2026.