Owen Larue Financial Group

Overview

Owen Larue Financial Group is an SEC registered investment adviser based in Elizabethtown, KY, registered since 2017. It reports $459M in assets under management across 1,509 accounts, with 7 employees. It has 4 investment adviser representatives.

Reported AUM

$459M

Discretionary

84%

Accounts

1,509

Average account

$304K

Employees

7

Advisory reps

4

Registered since

2017

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• James Harrison Owen II Managing Member CRD 5454356
• Robert Benjamin Larue Managing Member, Chief Compliance Officer CRD 1920782

Advisory reps 3 of 4

• William D Cann Jr. Investment Adviser Rep CRD 5362475
• Robert Benjamin Larue Insurance Agent · Investment Adviser Rep CRD 1920782
• James H Owen II Insurance Agent · Investment Adviser Rep CRD 5454356

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2907 Ring Rd
Elizabethtown, KY 42701

County

Hardin

Metro area

Elizabethtown-Fort Knox, KY

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: owenlarue.com

Every state, with registration dates

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