CRD: 298900
Owens Investment Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
About Owens Investment Advisors LLC
Owens Investment Advisors is a California-registered RIA based in Mission Viejo, serving clients with investment and retirement planning and portfolio construction. The firm primarily implements portfolios using public funds and ETFs alongside equity and U.S. government/agency exposure, custodying assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 72 clients, or 72 clients per representative. That equates to $219.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Owens Investment Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ARTHUR OWENS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5467403
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,806,984 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,806,984 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Owens Investment Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.