The Abc Squared

Overview

The Abc Squared is a North Carolina–based limited liability company operating as an independent registered investment adviser focused on individual and family clients. Its service model centers on financial planning, and the firm charges clients on an hourly or fixed-fee basis rather than a percentage of assets. Ownership is held by an individual, and the firm lists an affiliation with an insurance company as part of its industry relationships. The adviser identifies itself as a small, single-state practice rather than a multi-state or pension consultant. It does not present itself as a capital allocator and does not pursue an ESG investment mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices