# Owner Resource Group, LLC

> Owner Resource Group, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 164028
- Filed as: OWNER RESOURCE GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164028
- AdvisorCensus page: https://advisorcensus.com/firm/owner-resource-group-llc-austin-tx-164028

## Quick answers

**How is Owner Resource Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Owner Resource Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Owner Resource Group, LLC located?**
Owner Resource Group, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Owner Resource Group, LLC registered with the SEC or a state?**
Owner Resource Group, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164028.

**How much does Owner Resource Group, LLC manage?**
Owner Resource Group, LLC reports $511,101,948 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Owner Resource Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Owner Resource Group, LLC: Regulatory assets under management: $257,544,802 in the October 2021 data and $511,101,948 in the October 2026 data, up 98%. Total employees: 13 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Owner Resource Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Owner Resource Group, LLC 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/164028

**What changed in Owner Resource Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 16.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $511,101,948
- Discretionary: $511,101,948
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $511,101,948 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- orgroup.com
- LinkedIn @OWNER-RESOURCE-GROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $257,544,802 | 13 | April 10, 2021 |
| October 2022 | $377,489,944 | 15 | March 24, 2022 |
| October 2023 | $577,945,033 | 15 | May 15, 2023 |
| October 2024 | $566,539,101 | 13 | April 29, 2024 |
| October 2025 | $521,162,662 | 16 | May 1, 2025 |
| October 2026 | $511,101,948 | 16 | April 24, 2026 |

Regulatory assets under management: $257,544,802 in the October 2021 data and $511,101,948 in the October 2026 data, up 98%.
Total employees: 13 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 16.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Owner Resource Group, LLC (CRD 164028): Form ADV filing data as of October 2026.