Abacus Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plantation, FL. Its latest Form ADV filing, dated March 30, 2026, reports $120M in regulatory assets under management, 3 employees, and 80 accounts.
Assets Under Management
$120M
Employees
3
Offices
--
Total Clients
48
Primary office
PLANTATION, FL
8181 WEST BROWARD BLVD, SUITE 258, PLANTATION, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.1% of total clients.
Top client categories% of clientsClients
1
HNWI
52.1%
25
2
Individuals
47.9%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of March 30, 2026
Discretionary100.0%
$120M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$120M
Total Accounts80
10Y AUM Change+$16M (+15.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
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.