ABOUND INVESTMENTS

ABOUND INVESTMENTS is an SEC-registered investment adviser (CRD 151433). Regulatory assets under management: $3.0M.

Registration

• CRD: 151433
• Type: Registered investment adviser
• Phone: 919-623-7962
• Latest filing: 2026-04-24
• Regulatory AUM: $3.0M
• Discretionary AUM: $1.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151433 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search