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
About
Owen LaRue serves individuals (including high‑net‑worth clients), families, trusts, charitable organizations, institutions and employer‑sponsored retirement plans. The firm provides discretionary portfolio management, comprehensive financial planning, retirement‑plan advisory services, and recommendations for third‑party managers.
The firm constructs portfolios using mutual funds, ETFs, structured products, individual bonds and equities, applying both fundamental and technical analysis and periodic rebalancing to align with client objectives and risk tolerance. It conducts due diligence on third‑party managers against quantitative and qualitative criteria and discloses use of AI for real‑time note‑taking and research support, with human oversight and an opt‑out option for participants.
Advisers at Owen LaRue may also act as appointed insurance agents and receive commissions on life, disability or other insurance products, a relationship the brochure discloses and for which the firm describes mitigation steps to address conflicts of interest. The firm is partly owned by The Cecilian Bank (33%) and discloses its custodial and operational relationships (including Schwab custody and Advyzon/Orion administrative platforms) that can influence service delivery.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Owen LaRue Financial Group
109 W. Poplar Street
Elizabethtown KY 42701, United States
Number of offices
1
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