Data / Investment advisers / South Carolina / Abacus Planning Group, Inc.
Abacus Planning Group, Inc., Columbia, SC: $2.2 billion AUM, SEC registered investment adviser
Abacus Planning Group, Inc. is an SEC registered investment adviser with its main office in Columbia, South Carolina and reports $2.2 billion in regulatory assets under management in its Form ADV filed April 13, 2026. Its clients include high net worth individuals, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 107994
- SEC file number
- 801-55414
- SEC status
- Approved, effective April 3, 1998
- Main office
- 2500 Devine Street, Columbia, SC 29205
- Phone
- (803) 933-0054
- Regulatory AUM
- $2,155,806,749 in the Form ADV filed April 13, 2026
- Discretionary AUM
- $2,074,247,209
- Non discretionary AUM
- $81,559,540
- Accounts
- 2,854
- Employees
- 30, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 5: 5 private equity funds
- Gross assets of private funds
- $11,997,800
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- April 13, 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 |
|---|---|---|
| High net worth individuals | 255 | $1.95 billion |
| Charitable organizations | 11 | $97.6 million |
| Pension and profit sharing plans | 10 | $70.7 million |
| Individuals (other than high net worth individuals) | 52 | $32.6 million |
| Corporations or other businesses | Fewer than 5 | $121,355 |
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 | $2.16 billion | March 26, 2026 |
| December 1, 2025 | $1.90 billion | March 15, 2025 |
Other advisers in Columbia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Southstate Private Capital Management LLC | Columbia | $4.96 billion | Not listed | adviserinfo.sec.gov |
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | $584.4 million | Not listed | adviserinfo.sec.gov |
| Yon Drake & Associates Inc | Columbia | $304.7 million | Not listed | adviserinfo.sec.gov |
| Davinci Financial Designs | Columbia | $222.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbia, SC
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Abacus Planning Group, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.