Overview
Assets Under Management: $114 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
ABRI LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314832), ABRI LLC is subject to fiduciary duty under federal law.
ABRI LLC is headquartered in LEXINGTON, KY.
ABRI LLC serves 47 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, ABRI LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ABRI LLC manages $114 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, ABRI LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.93%
Average Client Assets: $1.7 million
Total Client Accounts: 991
Discretionary Accounts: 991
Regulatory Filings
CRD Number: 314832
Filing ID: 2058734
Last Filing Date: 2026-02-23 17:00:31