Kobi James Owen
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
2 statesRegistered in
$310.4BFirm assets
49 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- RBC Capital Markets, LLCJul 2024 to now
- Capital Creek PartnersOct 2021 to May 2024
- UnemployedJun 2021 to Sep 2021
- Tulane UniversityAug 2020 to May 2021
- Capital Creek PartnersDec 2019 to Jun 2020
- Bluewing MidstreamJul 2018 to Aug 2018
- Ameriprise Financial ServicesJul 2018 to Jul 2018
- Owen Group Design FirmJul 2018 to Jul 2018
- Premier Tank Truck Services, LLCJul 2017 to Jul 2017
- Tulane UniversityAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VI).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 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
- 7952123
- Firm CRD
- 31194