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Owl Finance, Inc. (Chicago)


Owl Finance, Inc. is an internet adviser based in Chicago. It manages $40.3 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Illinois, Massachusetts, and Texas.

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Owl Finance provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Owl Finance: assets under management

The assets under management (AUM) of Owl Finance, Inc. is $40.3 million. The firm's AUM has grown by 1819% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.63 million in discretionary accounts and $8.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $122.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Owl Finance, Inc. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Owl Finance, Inc. performs its advisory services is located at 5807 S. Woodlawn Ave., Chicago, IL 60637, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 832-630-7841 or by fax 773-834-4046. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at owlinvest.com.


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