Coulton Austein Owens
Investment Adviser Representative at IFG Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Coulton Austein Owens is an investment adviser representative with IFG Advisory, LLC in Huntsville, AL, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
1 state or territory
Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Oak Tree Financial Services LLCMay 2025 – no end date reportedHuntsvillle, AL
- Now Soccer AcademyDec 2024 – no end date reportedMadison, AL
- Austein ProductsMay 2019 – Dec 2020Huntsville, AL
- Martin MethodistAug 2018 – May 2021Pulaski, TN
- Madison County High SchoolNov 2022 – May 2023Brownsboro, AL
- Madison County High SchoolAug 2014 – May 2018Brownsboro, AL
- Fow Wow Apparel CompanyJun 2017 – Dec 2022Huntsville, AL
- Self-employedJun 2021 – Jan 2025Huntsville, AL
- LPL Financial LLCMay 2025 – no end date reportedHuntsvillle, AL
- IFG Advisory LLC d/b/a Oak Tree Financial ServicesJun 2025 – no end date reportedHuntsvillle, AL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IFG Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 – $249,999.992.00%
- $250,000 – $499,999.991.75%
- $500,000 – $749,999.991.65%
- $750,000 – $1,249,999.991.40%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Carolina Planning Consultants offers comprehensive financial planning (including budget analysis, estate planning strategy, charitable planning, education planning, and business succession review), retirement planning (including retirement income projections and distribution planning), investment planning (including asset allocation review, portfolio analysis, and tax loss harvesting), insurance planning (including disability, health, life, and long-term care review), personal services (including values-based financial planning and fee-based asset management), and business services (including employee benefit plan consultation and retirement plan review).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 108
- Offices listed on AdvisorFinder:
- 33
- Main office:
- Atlanta, GA
- SEC file number:
- 801-80184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at IFG Advisory, LLC
Showing 12 of 108 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Coulton Austein Owens has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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