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ABACUS PLANNING GROUP, INC.
CRD 107994 · SEC 801-55414
2500 DEVINE STREET, COLUMBIA, SC, 29205-2400, United States
Phone
803-933-0054
Fax
803-753-9476
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.16B
Discretionary AUM
$2.07B
Team
30 total employees; 5 advisory reps; 9 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $32.6M |
| High net worth individuals | 255 | $1.95B |
| Pension/profit sharing plans | 10 | $70.7M |
| Charitable organizations | 11 | $97.6M |
States served
GA, NY, NC, PA, SC, TX, FL
All web addresses on file
- https://www.linkedin.com/in/brittany-midgette
- https://linkedin.com/in/abbymason5619611b
- https://www.linkedin.com/in/cherylrholland
- https://www.linkedin.com/in/marshall-douglas-0aa4a8233
- https://www.linkedin.com/in/tiara-byerly
- https://www.linkedin.com/in/lucybjames/
- https://www.linkedin.com/in/corinne-s-hanna/
- https://www.linkedin.com/in/serranoanne
- https://www.linkedin.com/in/ann-beckwith-cfp%C2%AE-83770337/
- https://www.linkedin.com/in/irish-plemons-9b842119/
- https://www.linkedin.com/in/susan-mccants-cfp-27951012
- https://linkedin.com/in/michaelholtb
- HTTPS://WWW.FACEBOOK.COM/ABACUSPLANNING/
- https://twitter.com/abacusJon
- https://twitter.com/abacusCorinne
- https://www.linkedin.com/in/laird-green-cfp%C2%AE-63468b16b/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ABACUS-PLANNING-GROUP
- HTTPS://WWW.ABACUSPLANNINGGROUP.COM
- https://www.linkedin.com/in/marc-mcqueen-347a44195
- https://www.linkedin.com/in/daria-ali-fpqp-081325a4
- https://www.linkedin.com/in/siyue-kathy-guo-fpqp%E2%84%A2-14320741/
- https://www.linkedin.com/in/jonjrobertson/
- https://www.linkedin.com/in/alex-chastain-cfp%C2%AE-202a218/
- https://www.linkedin.com/in/carolynstewart10/
- https://www.linkedin.com/in/carman-franklin-cfp%C2%AE-440095111
- https://www.linkedin.com/in/charlesbflowers
- https://www.linkedin.com/in/william-jeter-cfa-caia-cfp%C2%AE-b11a2470/
- https://www.linkedin.com/in/kara-bestler-fpqp-ba22991b
- https://www.linkedin.com/in/karlyn-jones-9aba5715a/
- https://twitter.com/abacusCheryl
- https://twitter.com/abacusScotty
- https://www.linkedin.com/in/bailey-davis-769726137
- https://x.com/GroupAbacus/status/1035177782190329856?mx=2
- https://www.linkedin.com/in/stephen-maggard/
- https://www.linkedin.com/in/hannah-quackenbush-cfp®-817549a0
- https://www.linkedin.com/in/stephen-scotty-scott-16427313/
- https://www.linkedin.com/in/annemarieashworth/
Official SEC filing: View on IAPD