# ABG Consultants

> ABG Consultants is an SEC-registered investment advisory firm in Cottonwood Heights, UT, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 131129
- Filed as: ABG CONSULTANTS
- Legal name: ABG Consultants, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cottonwood Heights, UT
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131129
- AdvisorCensus page: https://advisorcensus.com/firm/abg-consultants-cottonwood-heights-ut-131129

## Quick answers

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

**Where is ABG Consultants located?**
ABG Consultants' principal office is in Cottonwood Heights, UT, according to its Form ADV.

**Is ABG Consultants registered with the SEC or a state?**
ABG Consultants is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 131129.

**How much does ABG Consultants manage?**
ABG Consultants reports $697,361,654 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (74% discretionary).

**How have ABG Consultants' assets and staff changed since 2021?**
In the Form ADV data for ABG Consultants: Regulatory assets under management: $422,932,250 in the October 2021 data and $697,361,654 in the October 2026 data, up 65%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ABG Consultants serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,586); pension and profit sharing plans (but not the plan participants or government pension plans) (284); high net worth individuals (14).

**Which custodians does ABG Consultants use?**
ABG Consultants' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Advisortrust (affiliated with the firm), Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Savedaily as custodians holding 10% or more of its separately managed account assets.

**Does ABG Consultants 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/131129

**What changed in ABG Consultants' recent Form ADV filings?**
In the September 2026 filing data: 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))
- Advisortrust (affiliated with the firm)
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Savedaily

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: $697,361,654
- Discretionary: $517,030,383
- Non-discretionary: $180,331,271

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,586 | $38,858,519 |
| High net worth individuals | 14 | $22,761,707 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 284 | $633,940,935 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 1 | $1,800,493 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- consultabg.com
- managedplan.com
- Facebook facebook.com
- Instagram @abgconsultants

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $422,932,250 | 6 | July 7, 2021 |
| October 2022 | $477,846,807 | 5 | September 12, 2022 |
| October 2023 | $468,349,843 | 4 | August 4, 2023 |
| October 2024 | $511,855,158 | 4 | March 28, 2024 |
| October 2025 | $576,333,108 | 4 | April 11, 2025 |
| October 2026 | $697,361,654 | 4 | August 31, 2026 |

Regulatory assets under management: $422,932,250 in the October 2021 data and $697,361,654 in the October 2026 data, up 65%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $576,333,108 to $697,361,654 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ABG Consultants (CRD 131129): Form ADV filing data as of October 2026.