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Owtur Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,806,941
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$9,806,941
About
Owtur Investment Advisors is an independent, single‑advisor firm that provides discretionary portfolio management and related investment services primarily to high‑net‑worth individuals. The firm also provides limited financial planning guidance as part of the client experience, including reviews of tax, insurance, retirement, college planning and current investment portfolios.
Owtur typically manages accounts on a discretionary basis and uses a mix of analytical methods — fundamental, technical, charting and cyclical analysis — and both long‑ and short‑term trading strategies. The firm prepares an investment policy statement for each client, may recommend or select third‑party managers when appropriate, and charges asset‑based advisory fees billed monthly in advance.
What is most distinctive about Owtur is the concentrated client profile: the brochure discloses a single client relationship with roughly $9.8 million in assets under management and a stated account minimum of $1,000,000 (waivable), indicating a focus on high‑net‑worth mandates rather than mass‑market individual investors. The combination of a solo advisor model with active short‑term trading techniques and the option to appoint third‑party managers is less common among peer independent firms.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
General retirement planning
General tax planning
Fee options
Up to 1.50% maximum advisory fee (negotiable)
Account minimum: $1,000,000 (may be waived) Minimum fee: Minimum fee varies; may be zero for pro-bono clients Fee-only: Advisory fees based on percentage of assets under management, no commissions
Main office location
Owtur Investment Advisors, LLC
Weatherford TX, United States
Number of offices
1
Most active in
Owtur Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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