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Private fund adviser · Austin, TX

Owner Resource Group, LLC

SEC-registered investment adviser · CRD 164028 · SEC 801-79553

At a glance

Owner Resource Group, LLC is an SEC-registered investment adviser based in Austin, Texas, with $511 million in regulatory assets under management as of its Form ADV filed April 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,006th of 4,686 private fund advisers and 7,734th of 17,210 SEC-registered advisers by assets.

Main office 512-505-4180orgroup.comLinkedInAs filed on Form ADV

Regulatory AUM
$511M
Rank among private fund advisers
#3,006 of 4,686
Rank among all SEC RIAs
#7,734 of 17,210
Rank in Texas
#506 of 1,081
Clients
10
Accounts
10
Discretionary
100% of AUM
Employees
16
Advisory staff
16
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Owner Resource Group, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles10$511M100%

Private funds

Owner Resource Group, LLC reports 9 private funds with $367M in gross assets: private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Owner Resource Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗orgroup.com ↗

AtlasMembers

The full record on Owner Resource Group, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 2,284 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Owner Resource Group, LLC manage?

Owner Resource Group, LLC reports $511 million in regulatory assets under management across 10 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 24, 2026.

What kind of firm is Owner Resource Group, LLC?

Owner Resource Group, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Owner Resource Group, LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($511 million, 10 clients).

Does Owner Resource Group, LLC manage private funds?

Yes. It reports 9 private funds with $367 million in gross assets, including private equity funds.

Does Owner Resource Group, LLC have any disciplinary history?

Owner Resource Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Owner Resource Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →