# Abacus Capital Advisors

> Abacus Capital Advisors is an SEC-registered investment advisory firm in Plantation, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 309295
- Filed as: ABACUS CAPITAL ADVISORS
- Legal name: Abacus Capital Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309295
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-capital-advisors-plantation-fl-309295

## Quick answers

**How is Abacus Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Abacus Capital Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Abacus Capital Advisors located?**
Abacus Capital Advisors' principal office is in Plantation, FL, according to its Form ADV.

**Is Abacus Capital Advisors registered with the SEC or a state?**
Abacus Capital Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 309295.

**How much does Abacus Capital Advisors manage?**
Abacus Capital Advisors reports $119,507,501 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Abacus Capital Advisors' assets and staff changed since 2025?**
In the Form ADV data for Abacus Capital Advisors: Regulatory assets under management: $103,331,043 in the October 2025 data and $119,507,501 in the October 2026 data, up 16%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abacus Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (23).

**Which custodians does Abacus Capital Advisors use?**
Abacus Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers Corp. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Abacus Capital Advisors report any disciplinary disclosures?**
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/309295

**What changed in Abacus Capital Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $103,331,043 to $119,507,501 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers Corp.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,507,501
- Discretionary: $119,507,501
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $65,837,814 |
| High net worth individuals | 25 | $53,669,687 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abacuscapitaladvisors.com
- Instagram @abacuscapitaladvisors
- LinkedIn @abacus-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,331,043 | 3 | February 17, 2025 |
| October 2026 | $119,507,501 | 3 | March 30, 2026 |

Regulatory assets under management: $103,331,043 in the October 2025 data and $119,507,501 in the October 2026 data, up 16%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $103,331,043 to $119,507,501 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Capital Advisors (CRD 309295): Form ADV filing data as of October 2026.