# ABG Financial Services, Inc.

> ABG Financial Services, Inc. is a state-registered investment advisory firm in Atlanta, GA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2025.

- CRD: 170225
- Filed as: ABG FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170225
- AdvisorCensus page: https://advisorcensus.com/firm/abg-financial-services-inc-atlanta-ga-170225

## Quick answers

**How is ABG Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), ABG Financial Services, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ABG Financial Services, Inc. located?**
ABG Financial Services, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.

**Is ABG Financial Services, Inc. registered with the SEC or a state?**
ABG Financial Services, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170225.

**How much does ABG Financial Services, Inc. manage?**
ABG Financial Services, Inc. reports $9,790,453 in regulatory assets under management in its Form ADV filing dated February 26, 2025 (100% discretionary).

**What types of clients does ABG Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (2).

**Does ABG 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170225

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,790,453
- Discretionary: $9,790,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $7,712,841 |
| High net worth individuals | 2 | $2,077,612 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linkedin/WTPARKERWEALTH
- wealthengineer.com
- Facebook @WILLIAMTPARKER

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ABG Financial Services, Inc. (CRD 170225): Form ADV filing data as of October 2026.