Data / Investment advisers / Alabama / Abacus Investments LLC
Abacus Investments LLC, Birmingham, AL: $106 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abacus Investments LLC is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $106 million in regulatory assets under management in its Form ADV filed April 1, 2025. Its clients include pooled investment vehicles. It is paid through performance based fees and other fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 327805
- SEC file number
- 801-128617
- SEC status
- Approved, effective August 24, 2023
- Main office
- 2207 2nd Ave North, Birmingham, AL 35203
- Phone
- (205) 661-8189
- Website
- abacusinvestments.com
- Regulatory AUM
- $105,949,539 in the Form ADV filed April 1, 2025
- Discretionary AUM
- $105,949,539
- Accounts
- 2
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees, other fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $105,233,766
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2025
- 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 |
|---|---|---|
| Pooled investment vehicles | 2 | $105.9 million |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Approach Retirement Advisors, LLC | Birmingham | $227.5 million | Not listed | adviserinfo.sec.gov |
| Walton Financial | Birmingham | $182.9 million | Not listed | adviserinfo.sec.gov |
| Greybox Investments | Birmingham | $176.7 million | Not listed | adviserinfo.sec.gov |
| Featheringill Capital, LLC | Birmingham | $142.9 million | 6 | adviserinfo.sec.gov |
| BHK Securities, LLC | Birmingham | $128.4 million | Not listed | adviserinfo.sec.gov |
| McKinney Capital, LLC | Birmingham | $91 million | 1 | adviserinfo.sec.gov |
| Oneascent Capital | Birmingham | $55.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Abacus Investments LLC 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.