Abundant Capital Strategies LLC

RIASEC Registered
Total AUM
$415K
Discretionary
$276K
67% of AUM
Avg account
$46.1K
Accounts
9
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Rena Breeding

    CEOCRD 1852088

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth