Abundant Capital Strategies Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 283712 ·

☆ Save with Pro ADV data as of Mar 20, 2026

Regulatory AUM: $415K
Discretionary: $276K
Clients: 7
Avg AUM / client: $59.2K
Accounts: 9
Employees: 1

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	7	$415K	100.0%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan	Location	Plan year
The Jfw Corporation 401(k) Plan The Jfw Corporation		2024

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Rena Kay Breeding	Registered representative		Jun 2016 (10y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (1)

Plan	Sponsor	Participants	Plan assets	As of
The Jfw Corporation 401(k) Plan	The Jfw Corporation	143	$2.8M	01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/20/2026	1.01 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management

Services

• Portfolio management for individuals/small businesses
• Pension consulting services

Custody

Reported custodians

Truist Financial Corp $276K (67% of AUM) Mar 2026
Mg Trust Company D/B/A Matrix Trust Company $139K (33% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.

View current Form ADV (SEC/IAPD) ↗