Career
Stephen Owen has been Chief Executive Officer of The London Company of Virginia since May 2020. Stephen Owen is a control person of the firm and directly owns under 5% of it. Stephen Owen holds a B.S. in Civil and Environmental Engineering from The Ohio State University and an M.B.A. with a finance concentration from Xavier University.
The London Company of Virginia, LLC is a Richmond, VA firm with $14.9B under management, 6,122 clients and 15 advisers in one office, as of its March 2026 filing.
The firm identifies Owen as CEO and member of the management team, with responsibility for strategic direction, distribution, marketing, operations and compliance. Earlier roles included sales and manager due diligence at Touchstone and research at a consulting firm; he returned to Touchstone in 2007 and led institutional distribution and sub-adviser due diligence for 13 years.
- – present · 5 yearsRichmond, VA · Adviser representative · Firm CRD 106654
- Touchstone Advisors Inc– · 2 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 107028
Credentials and registrations
Professional designations
Listed by The London Company of Virginia
- CFA charterholder
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Virginia | Approved | 2 January 2021 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 October 2022 |
| Series 7TO | General Securities Representative Examination | 10 October 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 10 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2017 |
| Series 7 | General Securities Representative Examination | 1 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 October 2002 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Stephen Charles Owen
- CRD
- 4598917
- Office
- 1800 BAYBERRY COURT, SUITE 301, Richmond, VA 23226
- Firm bio
- tlcadvisory.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Stephen Owen work?
Stephen Owen has been Chief Executive Officer of The London Company of Virginia, LLC since May 2020, and is a control person of the firm.
Is Stephen Owen a financial advisor?
Yes. Stephen Owen has a current investment-adviser registration in Virginia, through The London Company of Virginia since January 2021.
How many years of experience does Stephen Owen have?
Stephen Owen has 21 years in the financial industry, since November 2004, across 2 adviser firms.
What exams has Stephen Owen passed?
Stephen Owen has passed 7 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 24, Series 7TO and Series 6TO. The earliest, the Series 6, was passed in October 2002. FINRA credited Stephen Owen with the SIE, which began in October 2018.
Where did Stephen Owen work before The London Company of Virginia?
Before The London Company of Virginia, Stephen Owen was registered through Touchstone Advisors Inc, September 2017 to May 2020.
Where is Stephen Owen based?
Stephen Owen’s registered office is in Richmond, VA.
Is Stephen Owen a CFA charterholder?
The London Company of Virginia lists Stephen Owen with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Team biography