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Owen Christopher Boggs

Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

11 years in the industry.

  1. Capital Group - American Funds, Inc.Apr 2024 to now
  2. Capital Client Group, Inc.Feb 2023 to now
  3. Capital Group - American Funds Distributors, Inc.Sep 2022 to Apr 2024
  4. Charles Schwab & Co., Inc.Jun 2021 to Sep 2022
  5. Raymond James Financial Services, Inc.May 2018 to Aug 2018
  6. Indiana UniversityAug 2016 to May 2021
  7. Don Hinds FordMay 2015 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (IN).

Capital Client Group, Inc.

$0Assets managed
0Clients
606Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6943311
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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