ABRI LLC

RIASEC RegisteredEst. 2026

Total AUM

$114M

Discretionary

$114M

100% of AUM

Avg account

$115K

Accounts

991

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 314832
Registered since: March 6, 2026
Website: abri.io
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI70.93%
Individuals28.96%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Abri LLC is an independent registered investment adviser operating as a limited liability company and organized around individual ownership. The firm serves private clients—individuals and families—and positions itself as a capital allocator that sources and selects external managers. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly, fixed, and other fee arrangements. Abri is not an active ESG investor and lists an affiliation with an insurance company. Abri is SEC-registered (2026) and classifies itself as an independent RIA. The firm also engages in other financial product sales activity alongside its advisory work.