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They include 779 individual clients, 61 high-net-worth individuals and 12 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Owen LaRue offer?","answer":"Owen LaRue provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Owen LaRue charge?","answer":"Owen LaRue charges up to 2.50% a year for its Investment Management Fees. The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"PART 2A BROCHURE, filed 17 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Owen LaRue use?","answer":"Owen LaRue’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $381M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Owen LaRue have?","answer":"Owen LaRue has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Owen LaRue invest in?","answer":"At the end of its last fiscal year, Owen LaRue’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 6% other, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). The 6% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Owen LaRue have a minimum investment?","answer":"Yes, Owen LaRue’s minimum account size for its Investment Management Fees is $250K.","source":"PART 2A BROCHURE, filed 17 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Owen LaRue?","answer":"Owen LaRue is owned through a chain of holding companies by Sarah Mahurin and June Mutter. Its direct owners are James Owen, Robert Larue and the Cecilian Bank, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Owen LaRue get paid?","answer":"Owen LaRue is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Owen LaRue?","answer":"Owen LaRue’s main office is at 2907 Ring Road, Elizabethtown, KY 42701. Its phone number is 270-769-9995. 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