Wealth manager, independent · Columbia, SC
Abacus Planning Group, Inc.
SEC-registered investment adviser · CRD 107994 · SEC 801-55414
At a glance
Abacus Planning Group, Inc. is an SEC-registered investment adviser based in Columbia, South Carolina, with $2.2B in regulatory assets under management as of its Form ADV filed April 13, 2026. It reports 307 individual clients, 255 of them high-net-worth, holding an average of about $6.5 million each, and 30 employees. That ranks it 514th among the nation’s 5,657 independent wealth management RIAs and 5th of 61 in South Carolina. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 803-933-0054abacusplanninggroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among independent wealth managers
- #514 of 5,657
- Rank among all SEC RIAs
- #3,475 of 17,210
- Rank in South Carolina
- #5 of 61
- Individual clients
- 307
- High-net-worth clients
- 255
- Accounts
- 2,854
- Discretionary
- 96% of AUM
- Employees
- 30
- Advisory staff
- 5
- Offices
- 3
Owners and executives on its Form ADV
- Cheryl R. HollandTreasurer
- Ximena A. ChastainSecretary
- Charles B. FlowersChief Investment Officer/co-President
- Jonathan J. RobertsonShareholder/co-President
- Mary L. GreenShareholder
- Stephen J. ScottShareholder
- Marc E. McQueenChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Abacus Planning Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 255 | $2.0B | 91% |
| Charitable organizations | 11 | $98M | 5% |
| Pension and profit sharing plans | 10 | $71M | 3% |
| Individuals | 52 | $33M | 2% |
| Corporations or other businesses | – | $0M | <1% |
Private funds
Abacus Planning Group, Inc. reports 5 private funds with $12M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Abacus Planning Group, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗abacusplanninggroup.com ↗
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Similar-size RIAs in South Carolina
All of South Carolina →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Permcap Investment OfficeCharleston | $4.0B | 39 |
| Foster VictorGreenville | $2.6B | 1,638 |
| The Fiduciary AllianceGreenville | $2.5B | 8,744 |
| Colonial Trust Advisors, Inc.Spartanburg | $1.9B | 895 |
| Greenwood Capital Associates, LLCGreenwood | $1.8B | 660 |
| Anchor Investment ManagementColumbia | $1.5B | 763 |
Background
Questions
How much does Abacus Planning Group, Inc. manage?
Abacus Planning Group, Inc. reports $2.2B in regulatory assets under management across 2,854 accounts, 96% of it on a discretionary basis, on its Form ADV filed April 13, 2026.
How many clients does Abacus Planning Group, Inc. have?
It reports 307 individual clients: 255 high-net-worth individuals and 52 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Abacus Planning Group, Inc. headquartered?
Its main office is in Columbia, South Carolina. It reports 3 offices in total and 30 employees, 5 of whom perform investment advisory functions.
How does Abacus Planning Group, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Abacus Planning Group, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed April 13, 2026, it reports these amounts held: Charles Schwab ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Abacus Planning Group, Inc. a hybrid RIA with a broker-dealer?
Abacus Planning Group, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Abacus Planning Group, Inc. a fiduciary?
As an SEC-registered investment adviser, Abacus Planning Group, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Abacus Planning Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →