Abri LLC: new SEC registration, $114M AUM, Lexington, KY
Abri LLC (Lexington, Kentucky): new SEC registration, $114M AUM, Lexington, KY. Its amount of 114 is below the median of 134 (30th percentile). Dated 243 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 114 · 30th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related KY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Abri LLC |
| Legal name | Abri LLC |
| CRD | 314832 |
| Status | Approved |
| Registered with the SEC | 2026-03-06 |
| Latest Form ADV filing | 2026-08-28 |
| Location | Lexington, KY, United States |
| Regulatory AUM | $114,386,423 |
| Accounts | 991 |
| Employees | 8 |
| Website | https://www.youtube.com/@abriadvice |
| amount percentile | 30th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (7 KY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (KY first): Access Wealth Management, LLC · Principled Wealth Advisors, LLC · Waycross Gp, LLC · Graeter Wealth Advisors, LLC · Riverstone Asset Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Abri LLC and 7 Kentucky peers
- Kentucky NewRiaPulse records like this one: 7
- Abri LLC's amount: 30th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Kentucky peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $114M under management.
- Website on file.
What is the NewRiaPulse record for Abri LLC in Lexington, Kentucky?
Abri LLC received SEC registration as an investment adviser (2026-03-06) with $114,386,423 in regulatory assets under management, based in Lexington, KY.
How does Abri LLC compare to other Kentucky NewRiaPulse records?
Its amount of 114 is below the median (30th percentile); smaller records often move faster and face less competition. It is 243 days old; check the official source for later updates before acting.
Abri LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Abri LLC | Lexington, KY | 114 | 30th | 2026-03-06 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Kentucky NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.