A
$428.0M Total AUM
$381.0M Disc. AUM
-- 3Y CAGR
2 Employees
541 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- MeridianSummit
- Established Date
- 09-06-2023
- Office Locations
- 1
Office Locations
4180 Douglas Blvd Suite 200 Granite BAY CA
About Abound Financial
KERUX Financial (formerly Abound Financial) is a faith-forward RIA positioning itself as a “Christian Wealth Office” serving clients nationwide. The firm combines investment management with tax, charitable, and generational planning, plus family counseling/governance, to help clients align wealth with Christian purpose and legacy goals. The team also maintains visible thought leadership, including appearances on outlets like Fox Business and BNN Bloomberg.
Team overview
37 AVG AGE
$214.0M AVG AUM / ADVISOR
$791.1K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value pioneer Harbor Pioneer Catalyst Focus
Client Personas
Frontier harbor
Custodian
Vital matrix Vital catalyst Atlas
Investment Themes
Eagle Peak zenith Catalyst timber Crest radial Atlas catalyst
Investment Vehicles
Legacy ember
Services
Fusion Fusion Eagle Vertex Alpha bridge Meridian catalyst Optima beacon
Technology
Pioneer summit Timber
Owner & Executives
DAVID ALEXANDER LAUT
Managing Member, Principal
- CRD
- #5139179
- Ownership
- 75% or more
(869) 285-2677
signal.capital@harborcapital.com
in linkedin.com/in/prime-element
Showing 1 of 1 owners & executives
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DAVID HICKS
--
- CRD
- #7172378
(438) 387-8573
north.north@timbercapital.com
in linkedin.com/in/bridge-focus
S
Samuel Smith
Associate
- CRD
- #7735677
(803) 809-6480
quantum.alpha@glaciercapital.com
in linkedin.com/in/eagle-matrix
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,000,000 | $318,828 |
| Non-Discretionary | $47,000,000 | $127,717 |
| Total | $428,000,000 | $273,832 |
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Separately Managed Accounts
Total SMA Asset: $428,000,000
Equity - Exchange:
8.9% Public Funds:
16.6% Other:
25.7% Cash:
28.2% Equity - OTC:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,650,258 | 8.9% |
| Public Funds | $1,144,561,155 | 16.6% |
| Other | $1,772,001,307 | 25.7% |
| Cash | $1,944,374,974 | 28.2% |
| Equity - OTC | $1,420,359,024 | 20.6% |
| Total | $6,894,946,718 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA MERIDIAN FOUNDATION | FRONTIER EMBER | OF4X6Q051 | MLVS | 4.41% | $13,956,502 |
| SIGNAL CREST TIMBER | CREST NORTH | RXEBHSLPH | PSI | 9.37% | $33,300,179 |
| PATHWAY RIDGE RIDGE | BRIDGE CREST | RQJH5488A | QOC | 11.62% | $55,214,535 |
| RIDGE PATHWAY | FUSION CAPITAL | 9NRH5N9QZ | MXYR | 1.76% | $117,125,660 |
| ATLAS VITAL | FRONTIER CREST | 5QECQDLLR | JDGVX | 12.59% | $92,867,644 |
| VALUE OPTIMA HORIZON | RADIAL WAVE | GP9JAM3XC | MTAE | 3.22% | $117,850,958 |
| ZENITH FUSION VITAL | SIGNAL GLACIER | MP99A0VJM | CTWJY | 5.39% | $116,603,055 |
| FUSION SUMMIT | FUSION GLACIER | 29PYZ259C | DBS | 7.18% | $87,615,233 |