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| Owen Larue LLC
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|---|---|
| CRD # | 289436 |
| SEC # | 801-111041 |
| CIK # | 0001965328 |
| AUM | 458.9 M (2026-03-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 270-769-9995 |
| Address | 109 W Poplar Street Elizabethtown, KY 42701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.0 | ||
| Palantir Technologies Inc | 11.1 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Nvidia Corp | 7.5 | ||
| Wal Mart Stores Inc | 4.2 | ||
| Dow Inc | 3.7 | ||
| GE Vernova Inc | 3.6 | ||
| Microsoft Corp | 3.6 | ||
| Johnson & Johnson | 3.5 | ||
| DNP Select Income Fund Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 779 | 178.6 |
| (b) Individuals (high net worth individuals) | 61 | 184.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 23.6 |
| (n) Other | 12 | 71.7 |
| Total | 1,509 | 458.9 |
| By Discretionary | ||
| Discretionary | 1,497 | 387.1 |
| Non-Discretionary | 12 | 71.7 |
| Total | 1,509 | 458.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.9 | |
| Total | 1,509 | 458.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965328] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alpha Financial Partners LLC
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Oldfather Financial Services LLC
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Strategas Asset Management LLC
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|
Trinity Capital Investors
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MS | 458.3 M |
|
First Nebraska Advisory LLC
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NE | 458.0 M |
|
Paragon Private Wealth Management LLC
✚
|
KY | 457.9 M |