{ "crd_number": 324280, "slug": "abacus-asset-management-llc-orlando-fl-324280", "primary_business_name": "ABACUS ASSET MANAGEMENT, LLC", "legal_name": "ABL WEALTH ADVISORS, LLC", "dbas": [], "city": "Orlando", "state": "FL", "country": "United States", "cbsa_code": "36740", "metro": { "cbsa_code": "36740", "common_name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "path": "/advisors/fl/orlando" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-02-05", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-04-28", "carried_forward": false, "raum_total": 0.0, "raum_discretionary": 0.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 9, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 0.0, "count": 1 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 2 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://abacusgm.com/abacus-wealth-advisors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324280", "city_as_filed": "ORLANDO", "url": "https://advisorcensus.com/firm/abacus-asset-management-llc-orlando-fl-324280", "display_name": "Abacus Asset Management, LLC", "summary": "Abacus Asset Management, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.", "citation": "AdvisorCensus. Abacus Asset Management, LLC (CRD 324280): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Abacus Asset Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Abacus Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Abacus Asset Management, LLC located?", "a": "Abacus Asset Management, LLC's principal office is in Orlando, FL, according to its Form ADV." }, { "q": "Is Abacus Asset Management, LLC registered with the SEC or a state?", "a": "Abacus Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324280." }, { "q": "How much does Abacus Asset Management, LLC manage?", "a": "Abacus Asset Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 28, 2026." }, { "q": "How have Abacus Asset Management, LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Abacus Asset Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2026 data. Total employees: 5 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Abacus Asset Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1)." }, { "q": "Does Abacus Asset Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324280" }, { "q": "What changed in Abacus Asset Management, LLC's recent Form ADV filings?", "a": "In the January 2026 filing data: Employees performing advisory functions went from 1 to 5. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 5, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 5, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 9, "filing_date": "2026-04-28" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Employees performing advisory functions went from 1 to 5.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/abacus-asset-management-llc-orlando-fl-324280.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324280", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }