Abundant Capital Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")