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OWEN LARUE FINANCIAL GROUP

ELIZABETHTOWN, KY · CRD 289436 · IAPD ↗ · owenlarue.com · 270-769-9995

$458.9MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — OWEN LARUE FINANCIAL GROUP reported RAUM up 34% ($343.1M -> $458.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — OWEN LARUE FINANCIAL GROUP reported RAUM up 26% ($272.9M -> $343.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — OWEN LARUE FINANCIAL GROUP reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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