# Abbington Investment Group, LLC

> Abbington Investment Group, LLC is an SEC-registered investment advisory firm in South Portland, ME, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 174407
- Filed as: ABBINGTON INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Portland, ME
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174407
- AdvisorCensus page: https://advisorcensus.com/firm/abbington-investment-group-llc-south-portland-me-174407

## Quick answers

**How is Abbington Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abbington Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Abbington Investment Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Abbington Investment Group, LLC located?**
Abbington Investment Group, LLC's principal office is in South Portland, ME, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Abbington Investment Group, LLC registered with the SEC or a state?**
Abbington Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 174407.

**How much does Abbington Investment Group, LLC manage?**
Abbington Investment Group, LLC reports $202,099,933 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (99% discretionary).

**How have Abbington Investment Group, LLC's assets and staff changed since 2024?**
In the Form ADV data for Abbington Investment Group, LLC: Regulatory assets under management: $108,622,911 in the October 2024 data and $202,099,933 in the October 2026 data, up 86%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abbington Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50).

**Which custodians does Abbington Investment Group, LLC use?**
Abbington Investment Group, LLC'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 Abbington Investment Group, LLC 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/174407

**Does Abbington Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Abbington requires each client to place at least $3,000,000 with the firm. This minimum may be waived at the discretion of Abbington."

**What changed in Abbington Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $122,907,831 to $202,099,933 (+64%). Added an office in Westport, CT. No longer lists an office in South Portland, ME. No longer lists an office in Washington, DC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it)

> Generally, fees vary from 0.60% to 1.50% per annum of the market value of a client’s assets managed by Abbington.

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> Abbington requires each client to place at least $3,000,000 with the firm. This minimum may be waived at the discretion of Abbington.

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: $202,099,933
- Discretionary: $200,983,055
- Non-discretionary: $1,116,878

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 50 | $202,099,933 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DC, MD, ME, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Westport, CT

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $108,622,911 | 3 | September 3, 2024 |
| October 2025 | $122,907,831 | 3 | July 22, 2025 |
| October 2026 | $202,099,933 | 3 | March 10, 2026 |

Regulatory assets under management: $108,622,911 in the October 2024 data and $202,099,933 in the October 2026 data, up 86%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $122,907,831 to $202,099,933 (+64%).
- Added an office in Westport, CT.
- No longer lists an office in South Portland, ME.
- No longer lists an office in Washington, DC.

### January 2026
- No longer registered or notice-filed in FL, VA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abbington Investment Group, LLC (CRD 174407): Form ADV filing data as of October 2026.