Abri LLC
● SEC registered since 2026CRD 314832SEC# 801-135476Lexington, KY
Reg. AUM
$114.4M
Employees
8
Accounts
991
Location
Lexington, KY
Abri LLC assets under management
Abri LLC is an SEC-registered investment adviser based in Lexington, KY. The firm has been registered since 2026. It reports $114.4 million in regulatory assets under management and employs 8 people.
Abri LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Zackary David Wallace Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does Abri LLC manage?
Abri LLC reports $114.4 million in regulatory assets under management on its Form ADV.
How many employees does Abri LLC have?
Abri LLC reports 8 employees.
Where is Abri LLC located?
Abri LLC is based in Lexington, KY and has been SEC-registered since 2026.
Does Abri LLC disclose fund performance?
Abri LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 E Short St., #210, Lexington, KY 40507 |
| Phone | 859-636-6140 |
| Office hours | By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$114.4Mregulatory AUM
Discretionary $114.4M