# Abacus Investment Advisors

> 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.

- CRD: 147556
- Filed as: ABACUS INVESTMENT ADVISORS
- Legal name: Abacus Investment Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147556
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-investment-advisors-salt-lake-city-ut-147556

## Quick answers

**How is Abacus Investment Advisors compensated?**
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.

**Where is Abacus Investment Advisors located?**
Abacus Investment Advisors' principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Abacus Investment Advisors registered with the SEC or a state?**
Abacus Investment Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147556.

**How much does Abacus Investment Advisors manage?**
Abacus Investment Advisors reports $18,202,261 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Abacus Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); high net worth individuals (6).

**Does Abacus Investment Advisors report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $18,202,261
- Discretionary: $18,202,261
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $5,543,271 |
| High net worth individuals | 6 | $12,658,990 |

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

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abacusia.com
- abacusinvestmentadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Investment Advisors (CRD 147556): Form ADV filing data as of October 2026.