Abbott Capital Management Corp.

RIASEC Registered
Total AUM
$45M
Discretionary
$39.9M
89% of AUM
Avg account
$343K
Accounts
131
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
134334
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals55.64%
  • HNWI41.52%
  • Pension & Profit Sharing Plans2.85%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Abbott Capital Management Corp. is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, suggesting it serves clients who need ongoing investment oversight as well as ad hoc planning or consulting. Its asset mix shows a clear tilt toward publicly traded equities, and the firm maintains discretionary authority over the bulk of client assets, signaling an emphasis on delegated portfolio implementation rather than purely advisory or plan-only relationships. Abbott Capital does not position itself as an ESG investor and is not structured as a multi-state or institutional consultant; its client base is primarily individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 14%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents14%

Contacts

1 of 1
  • Robert Abbott

    PresidentCRD 2974513

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth