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ABACUS CAPITAL ADVISORS
Legal name: ABACUS CAPITAL ADVISORS LLC
CRD 309295File 801-132208
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$119.5M
Bottom 25% of cohort (national)
Discretionary AUM
$119.5M
Clients
48
80 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 19, 2025
- Principal office
- 8181 WEST BROWARD BLVD, SUITE 258, PLANTATION, FL, 33324
- Phone
- 9543614210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.5M
- Discretionary AUM
- $119.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 80
- Non-discretionary accounts
- 0
- Total accounts
- 80
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $53.7M |
| Individuals (other than high net worth individuals) | 23 | $65.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 51 | 48 | decreased by3 |
| Apr 1, 2026 | AUM | $103,331,043 | $119,507,501 | increased by$16,176,458 |
| Apr 1, 2026 | Accounts | 51 | 80 | increased by29 |
| May 1, 2025 | 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABACUS CAPITAL” 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.