Brad Travis has been an investment adviser representative at Owen LaRue since May 2025, and is not listed among the firm’s executive officers or direct owners.
Owen Larue, LLC is an Elizabethtown, KY firm with $459M under management, 861 clients and 4 advisers in one office, as of its September 2026 filing.
Brad Travis’ longest registration was 31 years at Capital Investment Management Inc. (1994–2025). Before joining Owen LaRue in 2025, Brad Travis was registered through Capital Investment Management Inc.
- Owen Larue Financial GroupCurrent– present · 1 yearLitchfield, KY · Adviser representative · Firm CRD 289436
- Capital Investment Management Inc.– · 31 yearsLeitchfield, KY · Adviser representative · Firm CRD 145985
Investment adviser representative registrations
Brad Travis is registered as an investment adviser representative in Kentucky, since May 2025.
- KentuckySince 19 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 1994 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 2509523
- Firm
- Owen LaRue · CRD 289436
- Office
- 211 West White Oak Street, Litchfield, KY 42754
- Registration
- Investment adviser registration
- In the industry since
- July 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Brad Travis work?
Brad Travis is an investment adviser representative registered through Owen Larue, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brad Travis a financial advisor?
Yes. Brad Travis has a current investment-adviser registration in Kentucky, through Owen LaRue since May 2025.
How many years of experience does Brad Travis have?
Brad Travis has 32 years in the financial industry, since July 1994, across 2 adviser firms.
What exams has Brad Travis passed?
Brad Travis passed the Series 65 in June 1994.
Where is Brad Travis based?
Brad Travis’ registered office is in Litchfield, KY.
Is Brad Travis registered with FINRA?
No. Brad Travis has no current broker registration.
How can I verify Brad Travis’ record?
Search CRD 2509523 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brad Travis’ full registration record.