# Abel Financial Management Co.

> Abel Financial Management Co. is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 121558
- Filed as: ABEL FINANCIAL MANAGEMENT CO.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121558
- AdvisorCensus page: https://advisorcensus.com/firm/abel-financial-management-co-121558

## Quick answers

**How is Abel Financial Management Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Abel Financial Management Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Abel Financial Management Co. registered with the SEC or a state?**
Abel Financial Management Co. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 121558.

**How much does Abel Financial Management Co. manage?**
Abel Financial Management Co. reports $116,835,298 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (94% discretionary).

**How have Abel Financial Management Co.'s assets and staff changed since 2025?**
In the Form ADV data for Abel Financial Management Co.: Regulatory assets under management: $105,554,211 in the October 2025 data and $116,835,298 in the October 2026 data, up 11%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abel Financial Management Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (42).

**Which custodians does Abel Financial Management Co. use?**
Abel Financial Management Co.'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 Abel Financial Management Co. 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/121558

**What changed in Abel Financial Management Co.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $105,554,211 to $116,835,298 (+11%).

## From the Form ADV filing

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

### 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: $116,835,298
- Discretionary: $110,375,449
- Non-discretionary: $6,459,849

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $34,451,549 |
| High net worth individuals | 42 | $81,098,309 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,285,440 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abel-financial.com
- Facebook @AbelFinancialManagementCo
- LinkedIn @abel-financial-management-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $105,554,211 | 2 | March 7, 2025 |
| October 2026 | $116,835,298 | 2 | January 30, 2026 |

Regulatory assets under management: $105,554,211 in the October 2025 data and $116,835,298 in the October 2026 data, up 11%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $105,554,211 to $116,835,298 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abel Financial Management Co. (CRD 121558): Form ADV filing data as of October 2026.