Firm profile

ABG CONSULTANTS

COTTONWOOD HEIGHTS, UTCRD 131129Latest ADV April 17, 2026

Abg Consultants is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cottonwood Heights, UT. Its latest Form ADV filing, dated April 17, 2026, reports $697M in regulatory assets under management, 4 employees, 3 offices, and 1,885 accounts.

Assets Under Management
$697M
Employees
4
Offices
3 offices
Total Clients
1,885
Primary office
COTTONWOOD HEIGHTS, UT
6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOScott B. David
CCOJames R. Hadaway
CFOMichael R. Coluzzi

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
1,586
2
Pension Plans
15.1%
284
3
HNWI
0.7%
14
4
Government
0.1%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$697Mas of April 17, 2026
Discretionary74.1%
$517M
74% of total RAUM74.1%
Non-discretionary25.9%
$180M
26% of total RAUM25.9%
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$697M
Total Accounts1,885
10Y AUM Change+$526M (+307.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee471:1
10Y Employee Change0 (0.0%)

* 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.