Abri LLC

RIASEC RegisteredEst. 2026
Total AUM
$114M
Discretionary
$114M
100% of AUM
Avg account
$115K
Accounts
991
Employees
8
Advisory reps
7

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 8%, Exchange Traded Equities 2%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities2%

Contacts

3 of 7
  • Victoria Watson

    Victoria Watson

    AdvisorCRD 7049721

  • Zackary Wallace

    Zackary Wallace

    FounderCRD 6466304

  • Morgan Murray

    Morgan Murray

    AdvisorCRD 7349506

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth