Owens Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,743,757
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
70
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$224,911
About
Owens Investment Advisors provides discretionary portfolio management, financial planning, and business retirement plan advice to individuals, high‑net‑worth clients, and corporations or business entities, including guidance on 401(k) provider selection. The firm documents client goals, time horizon, and risk tolerance in an Investment Policy Statement and offers advice across mutual funds, fixed income, ETFs, REITs, annuities and other securities.
The firm’s investment approach combines modern portfolio theory with fundamental and cyclical analysis and employs a long‑term trading horizon, with discretionary authority to implement the agreed strategy. Custody and execution are handled through a single institutional custodian and the brochure discloses that the firm may receive research and related services from that custodian.
Noteworthy differences from many peers include explicit services for corporate/business clients and the adviser’s registration as a licensed insurance agent, which the brochure discloses can result in recommendations of commissionable insurance or annuity products. The brochure also highlights access to less‑common investment types for a firm of this size—private placements, venture capital funds, commodities and precious‑metals ETFs—and recent additions of formal financial planning and business retirement plan services.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
$2,500 fixed fee for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $750,000: 1.30% $750,001 - $1,000,000: 1.20% $1,000,001+: 1.00%
$250 per hour
Main office location
Owens Investment Advisors LLC
Mission Viejo CA, United States
Number of offices
1
Most active in
Owens Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
-
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.
Forms ADV
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