Chief Investment Officer/co-President · Abacus Planning Group, Inc.
Charles B. Flowers
CRD 4910292 · Named on Form ADV at one SEC-registered adviser
At a glance
Abacus Planning Group, Inc., an SEC-registered wealth manager based in Columbia, SC with $2.2 billion in regulatory assets, lists Charles B. Flowers on its Form ADV as Chief Investment Officer/co-President, a control person.
Firms and roles
- Abacus Planning Group, Inc.Chief Investment Officer/co-PresidentWealth manager · Columbia, SC · $2.2B in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Cheryl R. HollandTreasurer, Abacus Planning Group, Inc.
- Ximena A. ChastainSecretary, Abacus Planning Group, Inc.
- Jonathan J. RobertsonShareholder/co-President, Abacus Planning Group, Inc.
- Mary L. GreenShareholder, Abacus Planning Group, Inc.
- Stephen J. ScottShareholder, Abacus Planning Group, Inc.
1 more person named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.