{
  "crd_number": 147556,
  "slug": "abacus-investment-advisors-salt-lake-city-ut-147556",
  "primary_business_name": "ABACUS INVESTMENT ADVISORS",
  "legal_name": "ABACUS INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-11-17",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 18202261.0,
  "raum_discretionary": 18202261.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5543271.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 12658990.0,
      "count": 6
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "UT"
  ],
  "websites": [
    "https://abacusia.com",
    "https://abacusinvestmentadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147556",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556",
  "display_name": "Abacus Investment Advisors",
  "summary": "Abacus Investment Advisors is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Abacus Investment Advisors (CRD 147556): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Abacus Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abacus Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Abacus Investment Advisors located?",
      "a": "Abacus Investment Advisors' principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "Is Abacus Investment Advisors registered with the SEC or a state?",
      "a": "Abacus Investment Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147556."
    },
    {
      "q": "How much does Abacus Investment Advisors manage?",
      "a": "Abacus Investment Advisors reports $18,202,261 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Abacus Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (6)."
    },
    {
      "q": "Does Abacus Investment Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147556"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 5543271.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12658990.0
    }
  ],
  "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/147556",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}