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, individually owned registered investment adviser that provides financial planning and portfolio management to individuals, families, small businesses and pooled investment vehicles. The firm charges a mix of AUM-based fees, hourly fees and fixed fees, and identifies itself as a capital allocator that incorporates ESG considerations into its investment process. Abacus is listed among industry rankings (Financial Times Top 300 RIAs, 2020; FA Magazine Top RIA Firms, 2020), and it operates as a multi-service advisory practice rather than a pension consultant or related adviser.
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 2
Charles Flowers
President, Chief Investment OfficerCRD 4910292
Marc McQueen
Chief Operating OfficerCRD 7807474
Contacts
3 of 14
Mary 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 84Active vs passive
$567M in ETFs
73%
$411M
24%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF (DSTL) | Active | Large Blend | $85.2M | 1,421,934 | 15.01% |
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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