Kerux, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$414,000,000
Clients
525
Advisors
3
of 3 employees
About
Abound Financial (Kerux, LLC) provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth families, trusts, retirement plans, and other institutional clients. The firm also offers advisory services through LPL Financial’s Strategic Wealth Management platform, provides wrap‑fee account options, and facilitates estate‑planning document preparation through a third‑party technology provider.
Portfolios are built primarily with equities, mutual funds, and ETFs, while cash allocations can be higher depending on market outlook; the firm may recommend alternative investments when appropriate. Abound uses third‑party tools such as Riskalyze to quantify client risk tolerance, follows a bucket strategy for retirement income planning, and conducts regular reviews and rebalancing under discretionary authority.
Abound manages $428 million across a three‑advisor team and serves about 525 clients, resulting in a relatively high assets‑and‑client load per advisor compared with many peers. The firm’s close integration with LPL — including use of LPL’s SWM program and wrap accounts, dually registered personnel with access to LPL technology and transition assistance, and the use of a paid online lead‑matching service — is a notable feature of its operating model.
Client services
Expertise
Fee options
Consulting services fees are negotiable flat fees based on client and service complexity.
up to 2.05% annually
Main office
4180 Douglas Blvd, Suite 200
Granite Bay CA 95746
Advisors at this office
3
Most active in
Arizona · California · Idaho · Indiana · Louisiana · Nevada · New Hampshire · North Carolina · Oregon · Texas · Washington
Also doing business as
Abound Financial · Abound Financial, LLC · Kerux · Kerux Financial · Kerux, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Samuel S
CFP®, Series 63, Series 65
Granite Bay, CA
Kerux, LLC
Samuel Smith is a CFP® with one year of industry experience, currently serving as a financial advisor at Kerux, LLC. His prior roles include positions at LPL Financial and several educational institutions. Kerux, LLC, operating as Abound Financial, provides investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and institutional clients. The firm employs a diversified portfolio approach, integrates third-party tools for risk assessment, and maintains discretionary authority for regular portfolio reviews and rebalancing.
David L
CFP®, Series 66
Granite Bay, CA
Kerux, LLC
David Laut is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kerux, LLC and has held roles at Abound Financial, LPL Financial, The Wealth Consulting Group, and UBS Financial Services. Kerux, LLC, operating under the Abound Financial brand, provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm utilizes a mix of equities, mutual funds, ETFs, and alternative investments as appropriate, employing third-party tools like Riskalyze to assess client risk tolerance and following a bucket strategy for retirement income planning.
David H
CFP®, Series 66
Granite Bay, CA
Kerux, LLC
David Hicks is a Certified Financial Planner® with seven years of industry experience. He is affiliated with Kerux, LLC and has prior experience at Abound Financial, LPL Financial, WCG Wealth Advisors, and Fidelity Investments. Before his financial services career, he worked for over a decade with the Western Placer Unified School District. Kerux, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm utilizes a variety of investment vehicles and employs tools such as Riskalyze to assess client risk tolerance, while maintaining a close operational relationship with LPL Financial.
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