Business-Owner Strategies Group, LLC
● SEC registered since 2026CRD 297243SEC# 801-134480Apex, NC
Reg. AUM
$134.8M
Employees
9
Accounts
676
Location
Apex, NC
Business-Owner Strategies Group, LLC assets under management
Business-Owner Strategies Group, LLC is a registered investment adviser overseen by the SEC based in Apex, NC. The firm has been registered since 2026. It reports $134.8 million in regulatory assets under management and employs 9 people.
Business-Owner Strategies Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Intelligent Insights, Inc. Control | Owner | 25-50% | 2021 |
| Justin Michael Struble Control | Manager | Under 5% | 2021 |
| Laird Wallace Hepburn Control | Manager/Cco | Under 5% | 2016 |
| Robert Francis Picha Control | Manager | Under 5% | 2018 |
| Tla Group, Inc Control | Owner | 25-50% | 2021 |
| Wealthcaps, Inc Control | Owner | 25-50% | 2021 |
| Justin Michael Struble Control | Shareholder | Over 75% | 2018 |
| Laird Wallace Hepburn Control | Shareholder | Over 75% | 2020 |
| Robert Francis Picha Control | Shareholder | Over 75% | 2020 |
Frequently asked questions
How much does Business-Owner Strategies Group, LLC manage?
Business-Owner Strategies Group, LLC reports $134.8 million in regulatory assets under management on its Form ADV.
How many employees does Business-Owner Strategies Group, LLC have?
Business-Owner Strategies Group, LLC reports 9 employees.
Where is Business-Owner Strategies Group, LLC located?
Business-Owner Strategies Group, LLC is based in Apex, NC and has been SEC-registered since 2026.
Does Business-Owner Strategies Group, LLC disclose fund performance?
Business-Owner Strategies Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 56 Hunter Street, Suite 230, Apex, NC 27502 |
| Phone | 919-267-4753 |
| Office hours | 0900-1700 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.8M▲ 17%
Sep '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$134.8Mregulatory AUM
Discretionary $134.8M