Samantha Owens
Samantha Owens is a registered investment advisor at 49 Financial, based in Austin, TX, with 4 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 3,839 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.
Fee Estimator
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Financial
May 2026Other Business ActivitiesSells Insurance
Samantha is a fixed insurance agent, dedicating about a quarter of her time to this investment-related activity. The business shares the same address as her advisory firm.
Employment History
Current Registrations
49 Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.
- Nathan Serven, CFP, ChFCEversource Wealth Advisors, LLC