Owen LaRue Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$363,462,911
Clients
840
Advisors
4
across 3 offices
About
Owen LaRue serves individuals (including high‑net‑worth clients), families, trusts, foundations, institutions, and employee‑sponsored retirement plans. The firm provides discretionary investment management, financial planning, retirement‑plan advisory (including 3(21) services), and recommendations for third‑party managers.
Advisory services emphasize strategic asset allocation across mutual funds, ETFs, structured products, individual debt, cash and equities, with periodic rebalancing and portfolio reviews tailored to each client’s objectives, time horizon and liquidity needs. The firm aggregates related household accounts for fee and portfolio purposes and works with selected third‑party managers for day‑to‑day implementation when appropriate.
Owen LaRue discloses that some of its investment adviser representatives also act as licensed insurance agents and may receive commissions or trail compensation when recommending insurance products. The firm is partly owned by The Cecilian Bank and uses artificial intelligence for real‑time note‑taking, research and project support, with human oversight and an opt‑out right for clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $325 to $15,000, negotiable and may be waived in certain circumstances
Up to 2.50%, negotiable based on account size and complexity
$325 per hour
Account minimum: $250,000
Main office
See office109 W. Poplar Street
Elizabethtown KY 42701
Advisors at this office
2
Offices (3)
Most active in
Florida · Kentucky · New Hampshire
Also doing business as
Owen Larue Financial Group · Owen Larue, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Robert L
Series 63
Elizabethtown, KY
Owen LaRue Financial Group
Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.
William C
Series 63, Series 65
Elizabethtown, KY
Owen LaRue Financial Group
William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.
James O
Series 66
Elizabethtown, KY
Owen LaRue Financial Group
James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.
Brad T
Series 65
Litchfield, KY
Owen LaRue Financial Group
Brad Travis is a Series 65-licensed advisor at Owen LaRue Financial Group with 32 years of industry experience. He has been a partner at Buckles, Travis & Hart PLLC since 1984, where he spends significant time on tax preparation and company payroll. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm’s approach includes strategic asset allocation with periodic rebalancing and works with third-party managers when appropriate.
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