| 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 |
Business-Owner Strategies Group, LLC reports $115 million in regulatory assets under management on its Form ADV.
Business-Owner Strategies Group, LLC reports 10 employees.
Business-Owner Strategies Group, LLC is based in Apex, NC and has been SEC-registered since 2026.
Business-Owner Strategies Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 56 Hunter Street, Suite 230, Apex, NC 27502 |
| Phone | 919-267-4753 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $115M |
| Non-discretionary | $0 |
| Total (RAUM) | $115M |