Skip to main content

ABACUS PLANNING GROUP, INC.

SEC Form ADV profile.

Total regulatory AUM
$2,155,806,749
Discretionary
$2,074,247,209
Non-discretionary
$81,559,540

Firm details

CRD number
107994
SEC file number
801-55414
Main office
COLUMBIA, SC, United States
Employees
30
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.