Owlfi

OWLFI RIA, LLC is a registered investment advisor based in Kansas, established by Elliot Omanson, Kelly Klusman, Mark Stratton, and Elizabeth Floyd. The firm offers discretionary portfolio management services to individuals, families, and businesses, with assets under management totaling $117,613,225 as of February 28, 2023. Additionally, they provide non-management investment advisory services, financial planning, and general consulting. Clients have the option to engage in project-oriented or ongoing financial planning services, with fees ranging from a fixed amount to hourly rates. For retirement plans, fees may be fixed or asset-based, not exceeding 1.50% annually, with a minimum annual fee of $1,000 per plan. OWLFI acts as a fiduciary, obligated to act in the best interests of clients, especially in managing retirement accounts. The firm primarily uses fundamental security analysis and market trend analysis to build globally diversified portfolios. Clients have the discretion to impose restrictions on their investments, and OWLFI reviews accounts regularly based on client needs and market conditions. The firm does not charge performance-based fees and has a minimum account size of $100,000, which may be waived at their discretion. OWLFI recommends that client assets be held by a qualified custodian and accepts discretionary authority to manage securities accounts based on client risk profiles and objectives. The firm does not vote proxies on behalf of clients and has no financial conditions that would impair its ability to meet client commitments.