RIA Intel›Advisers›North Carolina›ABUNDANT ADVISORS, LLC

ABUNDANT ADVISORS, LLC

Advisory

NC

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account
$435K
across 62 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
16
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

INNOVEST STRATEGIES LLC
RALEIGH, NC
$27M
MASSIF CAPITAL, LLC
$27M
NC MONEY MANAGEMENT, INC.
RALEIGH, NC
$27M
TEAMVEST RETIREMENT PLAN SERVICES,LLC
CHARLOTTE, NC
$27M
WHICHARD ROACH & ASSOCIATES, INC.
GREENSBORO, NC
$26M
ASPERA FINANCIAL, LLC
$27M

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