RIA Intel›Advisers›South Carolina›ABACUS PLANNING GROUP, INC.

ABACUS PLANNING GROUP, INC.

Advisory

N·COLUMBIA, SC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

+11.6%

3-Year CAGR

+5.0%

Employees

5

Assets Under Management

Total AUM$2.2B

Discretionary AUM$2.1B

Non-Discretionary AUM$82M

Discretionary %96.2%

Total Clients306

Team

Total Employees5

Investment Advisers30

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record64

First FilingMar 23, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ABACUS PLANNING GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.