Owen Larue, Llc
- Regulatory AUM
- $459M
- Discretionary
- $387M
- Clients
- 861
- Avg AUM / client
- $533K
- Accounts
- 1,509
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 779 | $179M | 38.9% |
| High net worth individuals | 61 | $185M | 40.3% |
| Charitable organizations | 1 | $112K | 0.02% |
| Corporations and other businesses | 8 | $23.6M | 5.13% |
| Other | 12 | $71.7M | 15.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hartlage Management Company Retirement Savings Plan Hartlage Management Company | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Harrison Owen | Managing Member | Jul 2017 (9y) | 25% – 50% | |
| Robert Benjamin Larue | Managing Member, Cco | Jul 2017 (9y) | 25% – 50% | |
| Mahurin, Sarah, Joanna | Member | Nov 2019 (7y) | ≈ 2.34% – 18.75% via Pine Knob Holding, Llc | |
| Mutter, June, Caroline | Member | Nov 2019 (7y) | ≈ 1.17% – 12.5% via Pine Knob Holding, Llc | |
| William D Cann | Registered representative | Feb 2024 (2y) | ||
| Brad Travis | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Cecilian Bank | Member | Feb 2202 | A | 25% – 50% |
| First Cecilian Bancorp, Inc | Owner | Apr 1991 | B | ≈ 18.75% – 50% via The Cecilian Bank |
| Pine Knob Holding, Llc | Shareholder | Dec 2019 | B | ≈ 4.69% – 25% via First Cecilian Bancorp, Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mahurin, Sarah, Joanna: 50% – 75% of Pine Knob Holding, Llc × 25% – 50% of First Cecilian Bancorp, Inc × 75% – 100% of The Cecilian Bank × 25% – 50% direct ≈ 2.34% – 18.75% of the firm
- Mutter, June, Caroline: 25% – 50% of Pine Knob Holding, Llc × 25% – 50% of First Cecilian Bancorp, Inc × 75% – 100% of The Cecilian Bank × 25% – 50% direct ≈ 1.17% – 12.5% of the firm
- First Cecilian Bancorp, Inc: 75% – 100% of The Cecilian Bank × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Pine Knob Holding, Llc: 25% – 50% of First Cecilian Bancorp, Inc × 75% – 100% of The Cecilian Bank × 25% – 50% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hartlage Management Company Retirement Savings Plan | Hartlage Management Company | 190 | $5.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $381M (83% of AUM) Jul 2026
- Voya Financial $53.8M (16% of AUM) Mar 2025
- Lincoln National Corporation $4.7M (2% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗