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OWNER RESOURCE GROUP, LLC

AUSTIN, TX · CRD 164028 · IAPD ↗ · 512-505-4180

$511.1MRegulatory AUM
16Advisory reps
16Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — OWNER RESOURCE GROUP, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.