Managing Member · Owen Larue Financial Group
James H. Owen
CRD 5454356 · Named on Form ADV at one SEC-registered adviser
At a glance
Owen Larue Financial Group, an SEC-registered wealth manager based in Elizabethtown, KY with $459 million in regulatory assets, lists James H. Owen on its Form ADV as Managing Member, a control person.
Firms and roles
- Owen Larue Financial GroupManaging MemberWealth manager · Elizabethtown, KY · $459M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Robert B. LarueManaging Member, CCO, Owen Larue Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.