AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
OM

Owen Turner Mccabe

CIMA®
ASTRA WEALTH MANAGEMENT GROUP
PLANO, TX
·CRD# 5859034·11 years experience

Professional Summary

Owen Turner Mccabe, CIMA® is a registered financial advisor currently at ASTRA WEALTH MANAGEMENT GROUP located in Plano, Texas. Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Owen has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
View profile
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Credentials

CIMA®
Certified Investment Management Analyst

Years of Experience

11 years in the financial services industry

Current & Past Employments

ASTRA WEALTH MANAGEMENT GROUP·CRD# 326006
RIA
5700 Granite Parkway Suite 330, Plano, TX 75024
May 15, 2023 - Present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Plano, TX
May 17, 2019 - May 24, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Plano, TX
May 17, 2019 - May 24, 2023
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Houston, TX
October 2, 2015 - May 17, 2019
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Houston, TX
September 11, 2015 - May 17, 2019

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Current Firm

AW
ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984
RIA
Registered Investment Advisory firm - SEC (5/15/2023 Approved)

Contact Information

Main Address

5700 Granite Parkway Suite 330, Plano, TX 75024

Phone Number

(972) 327-8820

# of Employees

17

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (6/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,843

AUM (Assets Under Management)

$1,567,811,529

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/18/2026Cover PageReport
05/21/2025Cover PageReport
09/24/2024Cover PageReport

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

OTM FAMILY INVESTMENTS, LLC, INV RELATED, HOUSTON,TX, 100% OWNERSHIP, START DATE 05/17/2019, 40 HOURS PER MONTH, NUMBER OF HOURS DURING TRADING 40, SOLE MANAGING MEMBER.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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".
AW
ASTRA WEALTH MANAGEMENT GROUP

ASTRA STARS, LLC | TYCHE WEALTH PARTNERS LLC | ASTRA WEALTH MANAGEMENT GROUP

CRD#: 326006 / SEC#: 801-127984
RIA
Registered Investment Advisory firm - SEC (5/15/2023 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.
IAR
Texas
(5/15/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2015About the Series 7 exam

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Owen Turner Mccabe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
OM
Follow Owen
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required