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 registered investment adviser that works with high-net-worth individuals, families and institutional clients. The firm has been registered with the SEC since 1998 and operates as a capital allocator, blending financial planning with portfolio management for individuals, small businesses and pooled investment vehicles. Its fee approach is flexible, combining asset-based fees with hourly and fixed-fee engagements. Abacus also identifies as an active ESG investor and incorporates environmental, social and governance considerations into its investment process.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$578M in ETFs
74%
$425M
25%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF (DSTL) | Active | Large Value | $90.3M | 1,411,918 | 15.62% |
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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