# Abbey Street

> Abbey Street is an SEC-registered investment advisory firm in Eden Prairie, MN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 305107
- Filed as: ABBEY STREET
- Legal name: Abbey Street, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eden Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305107
- AdvisorCensus page: https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107

## Quick answers

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

**How much does Abbey Street charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Subscription: $250 to $1,000 a month (standalone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Abbey Street located?**
Abbey Street's principal office is in Eden Prairie, MN, according to its Form ADV.

**Is Abbey Street registered with the SEC or a state?**
Abbey Street is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305107.

**How much does Abbey Street manage?**
Abbey Street reports $375,395,430 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Abbey Street's assets and staff changed since 2021?**
In the Form ADV data for Abbey Street: Regulatory assets under management: $171,748,084 in the October 2021 data and $375,395,430 in the October 2026 data, up 119%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abbey Street serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (89); individuals (other than high net worth individuals) (49); charitable organizations (1).

**Which custodians does Abbey Street use?**
Abbey Street's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Abbey Street 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/305107

**Does Abbey Street state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Abbey Street does not impose any account minimums."

**What changed in Abbey Street's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> Abbey Street does not impose any account minimums.

- Subscription: $250 to $1,000 a month (standalone financial planning)

> Our fee for standalone financial planning is $250 -$1,000 per month depending on the complexity of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $375,395,430
- Discretionary: $375,395,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $40,721,464 |
| High net worth individuals | 89 | $334,412,125 |
| Charitable organizations | 1 | $261,841 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, OR, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abbeystreet.com
- Instagram @abbey.street.financial
- LinkedIn @abbeystreet
- X @realABBEYSTREET
- YouTube @AbbeyStreet

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,748,084 | 9 | March 26, 2021 |
| October 2022 | $207,562,522 | 4 | March 1, 2022 |
| October 2023 | $192,566,654 | 12 | August 1, 2023 |
| October 2024 | $245,005,947 | 12 | May 31, 2024 |
| October 2025 | $315,133,609 | 12 | March 19, 2025 |
| October 2026 | $375,395,430 | 13 | March 18, 2026 |

Regulatory assets under management: $171,748,084 in the October 2021 data and $375,395,430 in the October 2026 data, up 119%.
Total employees: 9 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $315,133,609 to $375,395,430 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abbey Street (CRD 305107): Form ADV filing data as of October 2026.