ABACUS PLANNING GROUP, INC.
Firm details
- Headquarters
- COLUMBIA, South Carolina
- CRD number
- 107994
- Registered since
- April 3, 1998
- Website
- abacusplanninggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.68%
- Charitable Organizations4.53%
- Pension & Profit Sharing Plans3.28%
- Individuals1.51%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Abacus Planning Group, Inc. is an independent, SEC‑registered advisory firm (since 1998) that positions itself as both a fee adviser and a capital allocator to third‑party managers. The firm serves individual and family clients alongside institutional relationships, and its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. Fee arrangements reported include percentage‑of‑AUM billing as well as hourly and fixed fees. Abacus identifies as an active ESG investor and was recognized on industry lists in 2020 by the Financial Times (Top 300 RIA Firms) and Financial Advisor Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities12%
- Cash & Cash Equivalents11%
- US Government Bonds4%
- Private Funds4%
Owners & executives
2 of 2CHARLES FLOWERS
President, Chief Investment OfficerCRD 4910292
Marc McQueen
Chief Operating OfficerCRD 7807474
Contacts
3 of 14MARY GREEN
Agency Partner, Financial AdvisorCRD 4956484
XIMENA CHASTAIN
PartnerCRD 4910472
Anne Marie Ashworth
Financial AdvisorCRD 7031607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$512M in ETFs
71%
$361M
25%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF (DSTL) | Active | Large Blend | $83M | 1,433,258 | 16.20% |
Location
COLUMBIA, SC
RICHLAND
Location
COLUMBIA, SC
Headquartered in COLUMBIA, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- RICHLAND
- Address
- 2500 Devine St
- Time zone
- ET (UTC-5)
- Office locations
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