A
CRD: 305362
Abound Wealth Strategies
$13.8M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2020
- Office Locations
- 1
Office Locations
9101 Wesleyan RD STE 420 Indianapolis IN
About Abound Wealth Strategies
Abound Wealth Strategies is an Indianapolis-based, retail-focused RIA led by founder Clay Jordan Brooks. The firm provides financial planning and portfolio management, including tax and estate planning and insurance coordination, using an asset-allocation approach that commonly uses ETFs and mutual funds. Works with entrepreneurs and supports held-away assets via Pontera; custody includes Schwab.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$203.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Radial ridge
Investment Themes
Glacier
Investment Vehicles
Pathway quantum
Platform
Vertex momentum
Services
Foundation radial Beacon delta Fusion Beacon radial Quantum bridge Frontier Signal
Owner & Executives
Clay Jordan Brooks
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #5296404
- Ownership
- 75% or more
(582) 755-1113
horizon.element@primecapital.com
in linkedin.com/in/pathway-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,653,703 | -- |
| Non-Discretionary | $151,922 | -- |
| Total | $13,805,625 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,805,625
Equity - Exchange:
30.5% Cash:
27.9% Public Funds:
9.2% Other:
18.7% Equity - OTC:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,530,329,056 | 30.5% |
| Cash | $1,399,874,776 | 27.9% |
| Public Funds | $461,607,453 | 9.2% |
| Other | $938,267,323 | 18.7% |
| Equity - OTC | $687,393,706 | 13.7% |
| Total | $5,017,472,314 | 100.0% |