# Abacus Planning Group, Inc.

> Abacus Planning Group, Inc. is an SEC-registered investment advisory firm in Columbia, SC, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 107994
- Filed as: ABACUS PLANNING GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107994
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-planning-group-inc-columbia-sc-107994

## Quick answers

**How is Abacus Planning Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Abacus Planning Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Abacus Planning Group, Inc. located?**
Abacus Planning Group, Inc.'s principal office is in Columbia, SC, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Abacus Planning Group, Inc. registered with the SEC or a state?**
Abacus Planning Group, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 107994.

**How much does Abacus Planning Group, Inc. manage?**
Abacus Planning Group, Inc. reports $2,155,806,749 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (96% discretionary).

**How have Abacus Planning Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Abacus Planning Group, Inc.: Regulatory assets under management: $1,452,693,162 in the October 2021 data and $2,155,806,749 in the October 2026 data, up 48%. Total employees: 16 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abacus Planning Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (255); individuals (other than high net worth individuals) (52); charitable organizations (11).

**Which custodians does Abacus Planning Group, Inc. use?**
Abacus Planning Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Abacus Planning Group, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107994

**What changed in Abacus Planning Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,899,035,212 to $2,155,806,749 (+14%). Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $2,155,806,749
- Discretionary: $2,074,247,209
- Non-discretionary: $81,559,540

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $32,565,619 |
| High net worth individuals | 255 | $1,954,879,768 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $70,664,582 |
| Charitable organizations | 11 | $97,575,425 |
| Corporations or other businesses not listed above | Fewer than 5 | $121,355 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 30 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NY, PA, SC, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107994

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- abacusplanninggroup.com
- Facebook @ABACUSPLANNING
- LinkedIn @ABACUS-PLANNING-GROUP
- LinkedIn @abbymason5619611b
- LinkedIn @alex-chastain-cfp®-202a218
- LinkedIn @ann-beckwith-cfp®-83770337
- LinkedIn @annemarieashworth
- LinkedIn @bailey-davis-769726137
- LinkedIn @brittany-midgette
- LinkedIn @carman-franklin-cfp®-440095111
- LinkedIn @carolynstewart10
- LinkedIn @charlesbflowers
- LinkedIn @cherylrholland
- LinkedIn @corinne-s-hanna
- LinkedIn @daria-ali-fpqp-081325a4
- LinkedIn @hannah-quackenbush-cfp
- LinkedIn @irish-plemons-9b842119
- LinkedIn @jonjrobertson
- LinkedIn @kara-bestler-fpqp-ba22991b
- LinkedIn @karlyn-jones-9aba5715a
- LinkedIn @laird-green-cfp®-63468b16b
- LinkedIn @lucybjames
- LinkedIn @marc-mcqueen-347a44195
- LinkedIn @marshall-douglas-0aa4a8233
- LinkedIn @michaelholtb
- LinkedIn @serranoanne
- LinkedIn @siyue-kathy-guo-fpqp™-14320741
- LinkedIn @stephen-maggard
- LinkedIn @stephen-scotty-scott-16427313
- LinkedIn @susan-mccants-cfp-27951012
- LinkedIn @tiara-byerly
- LinkedIn @william-jeter-cfa-caia-cfp®-b11a2470
- X @abacusCheryl
- X @abacusCorinne
- X @abacusJon
- X @abacusScotty
- X @GroupAbacus

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,452,693,162 | 16 | March 22, 2021 |
| October 2022 | $1,670,508,559 | 15 | August 15, 2022 |
| October 2023 | $1,507,405,296 | 34 | July 24, 2023 |
| October 2024 | $1,681,630,457 | 27 | March 26, 2024 |
| October 2025 | $1,899,035,212 | 27 | March 15, 2025 |
| October 2026 | $2,155,806,749 | 30 | April 13, 2026 |

Regulatory assets under management: $1,452,693,162 in the October 2021 data and $2,155,806,749 in the October 2026 data, up 48%.
Total employees: 16 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,899,035,212 to $2,155,806,749 (+14%).
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Planning Group, Inc. (CRD 107994): Form ADV filing data as of October 2026.