user avatar

Ashley Owens

Advisor at 11 Financial

Updated today

Location

Gretna, VA

Credentials

Series 66

Industry experience

13 years

About

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Client services

Based on 11 Financial

Portfolio management Selection of other advisers

Expertise

Based on 11 Financial

Options & derivatives strategies Annuities

Occupation focus

Based on 11 Financial

Doctor or Medical Professional

Demographic focus

Based on 11 Financial

Values-based investing

Fee options

Fixed

Financial planning fixed fees range from $50 to $5,000 depending on scope and complexity, charged in advance.

Percentage

$0 - $999,999: 2.00% $1,000,000 - $2,499,999: 1.75% $2,500,000 - $4,999,999: 1.50% $5,000,000 - $7,499,999: 1.25% $7,500,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Project-based

$250 per hour for financial planning or advice for non-clients, billed monthly.

Other

Fee-only: Portfolio management fees based on tiered AUM schedule; Financial planning charged hourly or fixed fees; No commissions.

Location

Gretna, VA

Most active in

Texas · Virginia

Work history

Neighbors Bank

2024 - Present (2 years)

11 Financial

2024 - Present (2 years)

CapFinancial Securities LLC

2019 - 2024 (5 years)

CapFinancial Partners LLC (CAPTRUST)

2019 - 2024 (5 years)

Benchmark Bank

2017 - 2019 (2 years)

Infinex Investments, Inc.

2017 - 2019 (2 years)

Securities America Advisors

2015 - 2017 (2 years)

Securities America Inc

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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