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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.