Wealth manager, independent · Franklin, TN
Abound Wealth Management, LLC
SEC-registered investment adviser · CRD 285903 · SEC 801-108697
At a glance
Abound Wealth Management, LLC is an SEC-registered investment adviser based in Franklin, Tennessee, with $1.9B in regulatory assets under management as of its Form ADV filed September 14, 2026. It reports 914 individual clients, 640 of them high-net-worth, holding an average of about $2.1 million each, and 41 employees. That ranks it 572nd among the nation’s 5,657 independent wealth management RIAs and 8th of 102 in Tennessee. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 615-226-3667aboundwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #572 of 5,657
- Rank among all SEC RIAs
- #3,688 of 17,210
- Rank in Tennessee
- #8 of 102
- Individual clients
- 914
- High-net-worth clients
- 640
- Accounts
- 5,040
- Discretionary
- 100% of AUM
- Employees
- 41
- Advisory staff
- 26
- Offices
- 1
Owners and executives on its Form ADV
- Bo B. HansonChief Compliance Officer, Member
- John B. PrestonMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Abound Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 640 | $1.7B | 90% |
| Individuals | 274 | $193M | 10% |
| Pension and profit sharing plans | 22 | $5M | <1% |
Disciplinary disclosures
Abound Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗aboundwealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 2,029 peers of its type and size
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- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Tennessee
All of Tennessee →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Rather & Kittrell, Inc.Knoxville | $2.3B | 982 |
| Capwealth Advisors, LLCFranklin | $2.0B | 1,407 |
| Woodmont Investment Counsel, LLCNashville | $2.0B | 437 |
| Patriot Investment Management Group IncKnoxville | $1.9B | 1,518 |
| Patton Albertson Miller Group, LLCChattanooga | $1.7B | 611 |
| Steel Grove Capital Advisors, LLCMemphis | $1.6B | 867 |
Background
Questions
How much does Abound Wealth Management, LLC manage?
Abound Wealth Management, LLC reports $1.9B in regulatory assets under management across 5,040 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
How many clients does Abound Wealth Management, LLC have?
It reports 914 individual clients: 640 high-net-worth individuals and 274 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Abound Wealth Management, LLC headquartered?
Its main office is in Franklin, Tennessee. It reports 1 office in total and 41 employees, 26 of whom perform investment advisory functions.
How does Abound Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Abound Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 14, 2026, it reports these amounts held: Fidelity ($1.5B); Charles Schwab ($168M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Abound Wealth Management, LLC a hybrid RIA with a broker-dealer?
Abound Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Abound Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Abound Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Abound Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →