ELIZABETHTOWN, KYCRD 289436Latest ADV March 10, 2026
Owen Larue Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Elizabethtown, KY. Its latest Form ADV filing, dated March 10, 2026, reports $459M in regulatory assets under management, 7 employees, and 1,509 accounts.
Assets Under Management
$459M
Employees
7
Offices
--
Total Clients
861
Primary office
ELIZABETHTOWN, KY
109 W. POPLAR STREET, ELIZABETHTOWN, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
779
2
HNWI
7.1%
61
3
401K PLANS
1.4%
12
4
Corporations
0.9%
8
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$459Mas of March 10, 2026
Discretionary84.4%
$387M
84% of total RAUM84.4%
Non-discretionary15.6%
$72M
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$459M
Total Accounts1,509
10Y AUM Change+$459M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee123:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.