Abri LLC
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
FINTRXOverview
Abri LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that works primarily with individual and family clients, delivering a mix of financial planning and portfolio management for individuals and small businesses. Its advisory services also include pension consulting and the selection of other advisers. Compensation methods listed include a percentage of assets under management, hourly fees, fixed fees and other fee arrangements. Abri reports acting as an "other financial product salesperson" in its business activities and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents8%
- Exchange Traded Equities2%
Contacts
3 of 7
Victoria Watson
AdvisorCRD 7049721

Zackary Wallace
FounderCRD 6466304

Morgan Murray
AdvisorCRD 7349506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 333 E Short St
- Time zone
- CT (UTC-6)
- Office locations
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