Stephen C. Owen

THE LONDON COMPANY OF VIRGINIA

Richmond, VA 23226

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CRD#: 4598917

Professional summary

Stephen Charles Owen, CFA is a registered financial advisor currently at THE LONDON COMPANY OF VIRGINIA located in Richmond, Virginia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stephen has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Charles Owen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

January 2, 2021 - Present

THE LONDON COMPANY OF VIRGINIA

Office #1: 1800 Bayberry Court, Suite 301, Richmond, VA 23226

RIA

CRD#: 106654

Richmond, VA

Past

September 20, 2017 - May 4, 2020

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

LAKEWOOD RANCH, FL

Past

January 19, 2007 - May 4, 2020

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

LAKEWOOD RANCH, FL

Past

October 29, 2002 - September 9, 2005

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE LONDON COMPANY OF VIRGINIA

GODDARD CAPITAL MANAGEMENT | THE LONDON COMPANY OF VIRGINIA, LLC | THE LONDON COMPANY OF VIRGINIA | THE LONDON COMPANY | LONDON CO OF VIRGINIA

CRD#: 106654 / SEC#: 801-46604

RIA

Registered Investment Advisory firm - (6/13/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/10/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 10/10/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/28/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2022

General Securities Principal Examination

Current Firm

THE LONDON COMPANY OF VIRGINIA

GODDARD CAPITAL MANAGEMENT | THE LONDON COMPANY OF VIRGINIA, LLC | THE LONDON COMPANY OF VIRGINIA | THE LONDON COMPANY | LONDON CO OF VIRGINIA

CRD#: 106654 / SEC#: 801-46604

RIA

Registered Investment Advisory firm - (6/13/1994 Approved)

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Contact information

Main Address

1800 Bayberry Court, Suite 301, Richmond, VA 23226

Mailing Address

Phone number

(804) 775-0317

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LONDON FORM ADV - PART 2 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	7,024
AUM (Assets Under Management)	$ 16,008,686,369

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stephen C. Owen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Charles Owen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

TOUCHSTONE SECURITIES, INC.

Primary Firm SEC Registration

THE LONDON COMPANY OF VIRGINIA

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2017

Series 63

Date: 11/25/2002

Series 7TO

Date: 10/10/2022

Series 6TO

Date: 10/10/2022

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2004

Series 6

Date: 10/28/2002

Series 24

Date: 10/10/2022

Current Firm

THE LONDON COMPANY OF VIRGINIA

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE LONDON COMPANY OF VIRGINIA

TRUST BUT VERIFY

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