# Ownit Technologies LLC

> 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.

- CRD: 342965
- Filed as: OWNIT TECHNOLOGIES LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342965
- AdvisorCensus page: https://advisorcensus.com/firm/ownit-technologies-llc-342965

## Quick answers

**How is Ownit Technologies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ownit Technologies LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Ownit Technologies LLC charge?**
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.

**Is Ownit Technologies LLC registered with the SEC or a state?**
Ownit Technologies LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342965.

**How much does Ownit Technologies LLC manage?**
Ownit Technologies LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 20, 2026.

**What types of clients does Ownit Technologies LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Ownit Technologies 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/342965

**What changed in Ownit Technologies LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Asset-based fee: 1% of assets a year

> 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.

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- appownit.com

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ownit Technologies LLC (CRD 342965): Form ADV filing data as of October 2026.