Abundant Capital Strategies LLC
Firm details
- Headquarters
- ,
- CRD number
- 283712
- Custodians
- ALTRUIST FINANCIAL LLC, MATRIX TRUST
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Abundant Capital Strategies LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and offers both discretionary and non-discretionary portfolio relationships. Its advisory activities also include basic pension consulting services. Investment activity is concentrated in publicly traded pooled products—primarily mutual funds—rather than direct equities or broad alternative fund allocations. The firm is not positioned as a multi-state adviser, does not identify as an ESG investor, and does not operate as a capital allocator to outside private fund managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds100%
Owners & executives
1 of 1Rena Breeding
CEOCRD 1852088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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