$15.8M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
-- Mission Viejo CA
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.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$219.5K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Crest value Signal Harbor value
Custodian
Optima Zenith
Investment Themes
Eagle Pathway Pathway
Investment Vehicles
Crest north
Services
Pathway Bridge Meridian Prime Glacier Alpha value Optima Momentum fusion
Owner & Executives
D
DAVID ARTHUR OWENS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5467403
- Ownership
- 75% or more
(884) 981-8042
meridian.north@eaglecapital.com
in linkedin.com/in/summit-zenith
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $15,806,984
Public Funds:
30.7% Equity - Exchange:
19.8% Cash:
14.4% U.S. Government/Agency:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,740,116,111 | 30.7% |
| Equity - Exchange | $1,122,289,870 | 19.8% |
| Cash | $816,210,814 | 14.4% |
| U.S. Government/Agency | $1,989,513,860 | 35.1% |
| Total | $5,668,130,655 | 100.0% |