{
  "crd_number": 342965,
  "slug": "ownit-technologies-llc-342965",
  "primary_business_name": "OWNIT TECHNOLOGIES LLC",
  "legal_name": "OWNIT TECHNOLOGIES LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-08-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE"
  ],
  "websites": [
    "https://appownit.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342965",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/ownit-technologies-llc-342965",
  "display_name": "Ownit Technologies LLC",
  "summary": "Ownit Technologies LLC is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Ownit Technologies LLC (CRD 342965): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Ownit Technologies LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ownit Technologies LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Ownit Technologies LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 20, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Ownit Technologies LLC registered with the SEC or a state?",
      "a": "Ownit Technologies LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342965."
    },
    {
      "q": "How much does Ownit Technologies LLC manage?",
      "a": "Ownit Technologies LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 20, 2026."
    },
    {
      "q": "What types of clients does Ownit Technologies LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does Ownit Technologies LLC report any disciplinary disclosures?",
      "a": "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/342965"
    },
    {
      "q": "What changed in Ownit Technologies LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Ownit charges an annual variable fee based on the market value of the assets under management (\"AUM\") in the Client’s account. This fee is 1% calculated and accrued daily and billed Monthly in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Ownit charges an annual variable fee based on the market value of the assets under management (\"AUM\") in the Client’s account. This fee is 1% calculated and accrued daily and billed Monthly in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ownit-technologies-llc-342965.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342965",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}