BUSINESS-OWNER STRATEGIES GROUP, LLC

BUSINESS-OWNER STRATEGIES GROUP, LLC of APEX, NC is an SEC-registered investment adviser (CRD 297243). Regulatory assets under management: $134.8M.

Registration

• CRD: 297243
• SEC file number: 801-134480
• Type: Registered investment adviser
• Location: 56 HUNTER STREET, SUITE 230, APEX, NC, 27502
• Phone: 919-267-4753
• Latest filing: 2026-07-01
• Regulatory AUM: $134.8M
• Discretionary AUM: $134.8M
• Clients: 9
• Accounts: 676

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search