Abri Llc
- Regulatory AUM
- $114M
- Discretionary
- $114M
- Clients
- 271
- Avg AUM / client
- $422K
- Accounts
- 991
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 224 | $33.1M | 29.0% |
| High net worth individuals | 47 | $81.1M | 70.9% |
| Charitable organizations | Fewer than 5 clients | $122K | 0.11% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zackary David Wallace | Registered representative | CFP | Aug 2021 (5y) | |
| Logan T Johnson | Registered representative | CFP | Feb 2023 (4y) | |
| Nickolas D Pidgorodetskiy | Registered representative | Jan 2025 (2y) | ||
| Victoria Watson | Registered representative | CFP | Sep 2025 (1y) | |
| Morgan Murray | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Elder | Registered representative | Nov 2025 (1y) | ||
| Thomas Aaron Haggard | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR OR REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Truist Financial Corp $114M (100% of AUM) May 2026
- Altruist Financial $114M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗