Abs Legacy Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hickory, NC. Its latest Form ADV filing, dated March 5, 2026, reports $671M in regulatory assets under management, 3 employees, 1 office, and 60 accounts.
Assets Under Management
$671M
Employees
3
Offices
1 office
Total Clients
36
Primary office
HICKORY, NC
3048 NORTH CENTER STREET, HICKORY, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
18
2
Corporations
22.2%
8
3
Individuals
16.7%
6
4
Charitable
11.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$671Mas of March 5, 2026
Discretionary100.0%
$671M
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$671M
Total Accounts60
10Y AUM Change+$671M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
10Y Employee Change-1 (-25.0%)
* 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.