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Owen Larue, LLC

● SEC registered since 2017CRD 289436SEC# 801-111041Elizabethtown, KY
Export (members)
Reg. AUM
$458.9M
Employees
7
Accounts
1,509
Location
Elizabethtown, KY

Owen Larue, LLC assets under management

Owen Larue, LLC is an SEC-registered investment adviser based in Elizabethtown, KY. The firm has been registered since 2017. It reports $458.9 million in regulatory assets under management and employs 7 people.

Owen Larue, LLC owners & executives

7 reported
NameTitleOwnershipSince
James Harrison Owen ControlManaging Member25-50%2017
Robert Benjamin Larue ControlManaging Member, Cco25-50%2017
The Cecilian Bank ControlMember25-50%2202
First Cecilian Bancorp, Inc ControlOwnerOver 75%1991
June Caroline Mutter ControlMember25-50%2019
Pine Knob Holding, LLC ControlShareholder25-50%2019
Sarah Joanna Mahurin ControlMember50-75%2019

Frequently asked questions

How much does Owen Larue, LLC manage?

Owen Larue, LLC reports $458.9 million in regulatory assets under management on its Form ADV.

How many employees does Owen Larue, LLC have?

Owen Larue, LLC reports 7 employees.

Where is Owen Larue, LLC located?

Owen Larue, LLC is based in Elizabethtown, KY and has been SEC-registered since 2017.

Does Owen Larue, LLC disclose fund performance?

Owen Larue, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2907 Ring Road, Elizabethtown, KY 42701
Phone270-769-9995
Office hours8:30a.m. To 4:30 M-Th, 8:30 To 12p.m. Fri
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$458.9M▲ 34%
Mar '25 — $343.1MApr '25 — $343.1MMay '25 — $343.1MJun '25 — $343.1MJul '25 — $343.1MAug '25 — $343.1MSep '25 — $343.1MOct '25 — $343.1MNov '25 — $343.1MDec '25 — $343.1MJan '26 — $343.1MFeb '26 — $343.1MMar '26 — $458.9MApr '26 — $458.9MMay '26 — $458.9MJun '26 — $458.9MJul '26 — $458.9M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers

Assets under management

$458.9Mregulatory AUM
Discretionary $387.1MNon-discretionary $71.7M