OWLFI RIA LLC
Legal name: OWLFI
CRD #311854 SEC #801-122910 LENEXA, KS 913-441-8380
SEC Registered
Total AUM
$117.6M
Discretionary
$117.6M
Employees
17
Clients
101
Accounts
667
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 2, 2023
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| CUTLER, ELIZABETH, ANSLEY | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Floyd, Elizabeth | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Floyd, Elizabeth | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF OPERATING OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| Klusman, Kelly, James | I | CHIEF FINANCIAL OFFICER / LLC MANAGER | NA | Control |
| MELLOR, JAKE, FLOYD | I | CHIEF STRATEGY OFFICER / LLC MANAGER | NA | Control |
| MELLOR, JAKE, FLOYD | I | CHIEF STRATEGY OFFICER / LLC MANAGER | NA | Control |
| Mellor, Jake | I | CHIEF STRATEGY OFFICER / LLC MANAGER | NA | Control |
| Mellor, Jake | I | CHIEF STRATEGY OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | PRESIDENT/CCO/LLC MANAGER/IAR | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | PRESIDENT/CCO/LLC MANAGER/IAR | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | PRESIDENT/CCO/LLC MANAGER/IAR | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OMANSON, ELLIOT, THOMAS | I | CHIEF EXECUTIVE OFFICER / LLC MANAGER | NA | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| STRATTON, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER / LLC MANAGER | NA | Control |
| OWLFI STRATEGIC, INC. | DE | MEMBER | E | Control |
| OWLFI STRATEGIC, INC. | DE | MEMBER | E | Control |
| OWLFI STRATEGIC, INC. | DE | MEMBER | E | Control |
| OWLFI STRATEGIC, INC. | DE | MEMBER | E | Control |
| OWLFI STRATEGIC, INC. | DE | MEMBER | E | Control |
| OWLFI, INC. | DE | MEMBER | E | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI, INC. | DE | MEMBER | D | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
| OWLFI TAX AND ACCOUNTING, INC. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CUTLER, ELIZABETH, ANSLEY | I | OWLFI STRATEGIC, INC. | F | Control |
| CUTLER, ELIZABETH, ANSLEY | I | OWLFI STRATEGIC, INC. | F | Control |
| CUTLER, ELIZABETH, ANSLEY | I | OWLFI STRATEGIC, INC. | F | Control |
| Floyd, Elizabeth | I | OWLFI STRATEGIC, INC. | F | Control |
| Floyd, Elizabeth | I | OWLFI STRATEGIC, INC. | F | Control |
| STRATTON, MARK, EDWARD | I | OWLFI STRATEGIC, INC. | F | Control |
| STRATTON, MARK, EDWARD | I | OWLFI STRATEGIC, INC. | F | Control |
| STRATTON, MARK, EDWARD | I | OWLFI STRATEGIC, INC. | F | Control |
| STRATTON, MARK, EDWARD | I | OWLFI STRATEGIC, INC. | F | Control |
| STRATTON, MARK, EDWARD | I | OWLFI STRATEGIC, INC. | F | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI TAX AND ACCOUNTING, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI, INC. | E | Control |
| Klusman, Kelly, James | I | OWLFI STRATEGIC, INC. | C | Control |
| Klusman, Kelly, James | I | OWLFI STRATEGIC, INC. | C | Control |
| Klusman, Kelly, James | I | OWLFI STRATEGIC, INC. | C | Control |
| Klusman, Kelly, James | I | OWLFI STRATEGIC, INC. | C | Control |
| Klusman, Kelly, James | I | OWLFI STRATEGIC, INC. | C | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI STRATEGIC, INC. | C | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI STRATEGIC, INC. | C | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI STRATEGIC, INC. | C | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI STRATEGIC, INC. | C | Control |
| OMANSON, ELLIOT, THOMAS | I | OWLFI STRATEGIC, INC. | C | Control |
Registrations
Federal
IA
Nov 2, 2023 REGISTERED
Notice Filings (8)
FL KS MO NE NY OK TX UT
Address
8725 ROSEHILLSUITE 119
LENEXA, KS 66215
United States
Phone: 913-441-8380