Business Owner Strategies Group, Llc
- Regulatory AUM
- $135M
- Discretionary
- $135M
- Clients
- 272
- Avg AUM / client
- $495K
- Accounts
- 676
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 201 | $46.6M | 34.6% |
| High net worth individuals | 63 | $85.5M | 63.5% |
| Corporations and other businesses | 8 | $2.7M | 1.97% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Morinaga America 401(k) Plan Morinaga America Foods, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Michael Struble | Registered representative | CFP | Sep 2018 (8y) | |
| Laird Wallace Hepburn | Registered representative | CFP | Sep 2018 (8y) | |
| Robert Francis Picha | Registered representative | Sep 2018 (8y) | ||
| Suyoung Cha | Registered representative | Apr 2022 (4y) | ||
| George Andrew Leisure | Registered representative | Aug 2024 (2y) | ||
| Kristofer R Alban | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Morinaga America 401(k) Plan | Morinaga America Foods, Inc. | 262 | $5.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $134M (99% of AUM) Jul 2026
- Charles Schwab & Co. $1.0M (1% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗