Abacus Planning Group, Inc.

Registered investment adviser · Columbia, SC · CRD #107994

Form ADV data as of 2026-09-01

Regulatory assets

$2.16 billion

Total accounts

2,854

Employees

Disclosure events

Firm details

Website: https://x.com/groupabacus/status/1035177782190329856?mx=2
Telephone: 803-933-0054
SEC file number: 801-55414
Most recent Form ADV filing: 2026-04-13
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.07 billion
Non-discretionary regulatory assets under management	$81.6 million
Total regulatory assets under management	$2.16 billion
Discretionary accounts	2,818
Non-discretionary accounts	36
Total accounts	2,854
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	30
Employees performing investment advisory functions (including research)	5
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	15
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$1.39 billion
Clients for whom the firm has custody	300
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$8.9 million
Clients for whom a related person has custody	24
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	52	$32.6 million
High net worth individuals	255	$1.95 billion
Pension and profit sharing plans (not the participants or government plans)	10	$70.7 million
Charitable organizations	11	$97.6 million
Corporations or other businesses not listed above	Not reported	$121,355