GRANITE BAY, CACRD 327724Latest ADV April 10, 2026
Abound Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Granite Bay, CA. Its latest Form ADV filing, dated April 10, 2026, reports $428M in regulatory assets under management, 2 employees, 1 office, and 1,563 accounts.
Assets Under Management
$428M
Employees
2
Offices
1 office
Total Clients
541
Primary office
GRANITE BAY, CA
4180 DOUGLAS BLVD, SUITE 200, GRANITE BAY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
389
2
HNWI
25.1%
136
3
Pension Plans
2.2%
12
4
Charitable
0.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of April 10, 2026
Discretionary89.0%
$381M
89% of total RAUM89.0%
Non-discretionary11.0%
$47M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$428M
Total Accounts1,563
10Y AUM Change+$428M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee271:1
10Y Employee Change-8 (-80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.