# Abens Financial Services Inc

> Abens Financial Services Inc is an SEC-registered investment advisory firm in Edina, MN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 106604
- Filed as: ABENS FINANCIAL SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106604
- AdvisorCensus page: https://advisorcensus.com/firm/abens-financial-services-inc-edina-mn-106604

## Quick answers

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

**Where is Abens Financial Services Inc located?**
Abens Financial Services Inc's principal office is in Edina, MN, according to its Form ADV.

**Is Abens Financial Services Inc registered with the SEC or a state?**
Abens Financial Services Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 106604.

**How much does Abens Financial Services Inc manage?**
Abens Financial Services Inc reports $120,118,491 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Abens Financial Services Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (41); charitable organizations (5).

**Which custodians does Abens Financial Services Inc use?**
Abens Financial Services 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 Abens Financial Services Inc 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/106604

**What changed in Abens Financial Services Inc's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## 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: $120,118,491
- Discretionary: $120,118,491
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $25,184,660 |
| High net worth individuals | 41 | $90,861,698 |
| Charitable organizations | 5 | $4,072,133 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abens Financial Services Inc (CRD 106604): Form ADV filing data as of October 2026.