Owen Blank
Safewater Investment Management · Alpharetta, Georgia
Owen Blank is a fee-only financial advisor at Safewater Investment Management in Alpharetta, Georgia. Safewater Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Safewater Investment Management |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $31.4M across 93 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6483958 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Owen's firm compares
- Safewater Investment Management's average account is about $337,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Owen
Is Owen Blank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Owen holds no broker registration, and Safewater Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Owen charge for financial advice?
Owen's firm, Safewater Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Owen Blank based?
Owen Blank is based in Alpharetta, Georgia.
Is Owen Blank registered with the SEC?
Yes. Owen Blank is registered as an investment adviser representative in GA (CRD 6483958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Safewater Investment Management manage?
Safewater Investment Management reports $31.4M across 93 accounts in assets under management.
How do I contact Owen Blank?
Contact details aren't on file yet. Search for Safewater Investment Management.
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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