Owen LaRue Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$343,130,053
This total excludes 22 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
583
8% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
146
Average account size
$588,559
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting
Fee options
Financial planning fees range from $325 to $15,000; 50% billed upfront, remainder upon delivery.
up to 2.50% annually, negotiable based on size, complexity, activity, or other reasons
$325 per hour for financial planning services.
Account minimum: $250,000 (minimum initial household value; may accept less at sole discretion)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Owen LaRue Financial Group
109 W. Poplar Street
Elizabethtown KY 42701, United States
Number of offices
1
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