A
Abundant Capital Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$414,640
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$59,234
About
Abundant Capital Strategies LLC is a small, independent registered investment adviser that provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients) and ongoing consulting to pension and profit‑sharing plans. The firm typically recommends mutual funds, equities, fixed income, and ETFs as part of its investment programs and charges asset‑based fees.
The firm creates an Investment Policy Statement for each client, uses model asset allocations with client‑specific adjustments, and conducts at least quarterly portfolio reviews while employing long‑term trading and a mix of analytical methods (including modern portfolio theory, fundamental, technical, and quantitative analysis). For retirement plans, the firm acts as a plan investment fiduciary, documents selection criteria using FI360.com and Morningstar.com, and provides written investment policy documentation and ongoing monitoring.
A distinguishing aspect of the firm is its affiliation with a third‑party administrator/accounting practice and the principal’s concurrent roles in TPA and insurance activities, which allows the firm to combine plan administration‑related services with pension consulting — a combination that is uncommon among peers. The brochure discloses that these additional business activities can give rise to conflicts of interest; the firm states it discloses and offers clients the choice to accept or decline related services.
Client services
Portfolio management
Pension consulting
Expertise
Wealth management
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Passive / index investing
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.70% $2,000,000 - $2,499,999: 0.60% $2,500,000 - And Up: 0.50%
Hourly pension consulting fees paid 50% in advance, remainder due upon presentation of the plan. Specific rates not stated.
Main office location
Abundant Capital Strategies LLC
Colorado Springs CO, United States
Number of offices
1
Most active in
Abundant Capital Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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