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ABACUS PLANNING GROUP, INC.
CRD 107994File 801-55414
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.16B
Top 25% of cohort (national)
Discretionary AUM
$2.07B
Non-discretionary $81.6M
Clients
328
2,854 accounts
Employees
30
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 3, 1998
- Principal office
- 2500 DEVINE STREET, COLUMBIA, SC, 29205-2400
- Phone
- 803-933-0054
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.16B
- Discretionary AUM
- $2.07B
- Non-discretionary AUM
- $81.6M
- Discretionary accounts
- 2,818
- Non-discretionary accounts
- 36
- Total accounts
- 2,854
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $121K |
| Charitable organizations | 11 | $97.6M |
| High net worth individuals | 255 | $1.95B |
| Pension and profit sharing plans | 10 | $70.7M |
| Individuals (other than high net worth individuals) | 52 | $32.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 30 | increased by3 |
| Apr 1, 2026 | Clients | 306 | 328 | increased by22 |
| Apr 1, 2026 | AUM | $1,899,035,212 | $2,155,806,749 | increased by$256,771,537 |
| Apr 1, 2026 | Accounts | 2,735 | 2,854 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 27 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 282 | 306 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,670,508,559 | $1,899,035,212 | increased by$228,526,653 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,445 | 2,735 | increased by290 |
| Apr 1, 2022 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2022 | Clients | 284 | 282 | decreased by2 |
| Apr 1, 2022 | AUM | $1,452,693,162 | $1,670,508,559 | increased by$217,815,397 |
| Apr 1, 2022 | Accounts | 2,424 | 2,445 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ABACUS PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABACUS PLANNING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.