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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2017
- Office Locations
- 4
Office Locations
About Owen Larue Financial Group
Owen LaRue Financial Group is an independent, Kentucky-based advisory firm with 25+ years providing investment and financial advice to families across generations. They build personalized plans spanning investing, financial planning, and intergenerational asset transfer/legacy management, with an emphasis on staying disciplined when markets react. Public filings indicate portfolios commonly use ETFs and mutual funds and custody includes Charles Schwab.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT BENJAMIN LARUE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1920782
- Ownership
- 25% but less than 50%
JAMES HARRISON OWEN II
Financial Advisor, Managing Member
- CRD
- #5454356
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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WILLIAM D CANN JR
--
- CRD
- #5362475
BRAD TRAVIS
--
- CRD
- #2509523
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,131,854 | $258,605 |
| Non-Discretionary | $71,729,266 | $5,977,439 |
| Total | $458,861,120 | $304,083 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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