Data / Investment advisers / Florida / Abacus Capital Advisors
Abacus Capital Advisors, Plantation, FL: $120 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abacus Capital Advisors is an SEC registered investment adviser with its main office in Plantation, Florida and reports $120 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Abacus Capital Advisors (CRD number 309295): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309295
- SEC file number
- 801-132208
- SEC status
- Approved, effective March 19, 2025
- Legal name
- Abacus Capital Advisors LLC
- Main office
- 8181 West Broward Blvd Suite 258, Plantation, FL 33324
- Phone
- (954) 361-4210
- Regulatory AUM
- $119,507,501 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $119,507,501
- Accounts
- 80
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 23 | $65.8 million |
| High net worth individuals | 25 | $53.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $119.5 million | March 30, 2026 |
| December 1, 2025 | $103.3 million | February 17, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Abacus Capital Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.