Abacus Planning Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbia, SC. Its latest Form ADV filing, dated April 13, 2026, reports $2.2B in regulatory assets under management, 30 employees, 2 offices, and 2,854 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.7% of total clients.
Top client categories% of clientsClients
1
HNWI
77.7%
255
2
Individuals
15.9%
52
3
Charitable
3.4%
11
4
Pension Plans
3.0%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of April 13, 2026
Discretionary96.2%
$2.1B
96% of total RAUM96.2%
Non-discretionary3.8%
$82M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts2,854
10Y AUM Change+$1.3B (+144.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee11:1
10Y Employee Change+13 (+76.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.