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Advisor

Kal Owen

Four Quadrant Wealth Advisors · Carmel, Indiana

Kal Owen is a fee-only financial advisor at Four Quadrant Wealth Advisors in Carmel, Indiana. Four Quadrant Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmFour Quadrant Wealth Advisors
Based in Carmel, Indiana
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$219.0M across 552 accounts
SEC registration Investment adviser representative in IN · CRD 7100521
Exams passedSeries 66 (2020)
Firm size34 employees
Disclosures None reported
Websitewww.4quadrant.com

How Kal's firm compares

  • Four Quadrant Wealth Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 552 accounts).

What fee-only advisors charge in Indiana

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Questions about Kal

Is Kal Owen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kal holds no broker registration, and Four Quadrant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kal charge for financial advice?

Kal's firm, Four Quadrant Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Kal Owen based?

Kal Owen is based in Carmel, Indiana.

Is Kal Owen registered with the SEC?

Yes. Kal Owen is registered as an investment adviser representative in IN (CRD 7100521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Four Quadrant Wealth Advisors manage?

Four Quadrant Wealth Advisors reports $219.0M across 552 accounts in assets under management.

How do I contact Kal Owen?

Through Kal's website, www.4quadrant.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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