SourcingSourcing

ABACUS PLANNING GROUP, INC.

C33
CRD 107994·SEC 801-55414·COLUMBIA, SC
AUM
$2.16B
$1B+
Est. Revenue
$21.6M
@ 1% on AUM
Est. EBITDA
$6.5M
@ 30% margin
Est. Deal Value
$51.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABACUS PLANNING GROUP, INC.
CRD
107994
SEC file #
801-55414
EIN
463026095
DBA names
—

Economics

AUM
$2.16B
AUM band
$1B+
AUM trajectory
'20'26
$1.04B → $2.16B▲ +106%
Client mix
Individuals High Net Worth255
Individuals Other52
Charitable Organizations11
Pension Profit Sharing Plans10

Operations

Employees (total)
30
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
15 advisors → 5 advisors▼ -67%
Primary office
COLUMBIA SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
x.com/groupabacus/status/1035177782190329856?mx=2

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLLAND, CHERYL, RENE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
HOLLAND, CHERYL, RENE
CHASTAIN, XIMENA, ALEXANDRA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
162,005
Form 5500 Compensation Trajectory 3y
2025162,005
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
162,005
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001580475
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2013-07-01
Edgar Last Filing Date
2017-11-17
Edgar Form D Count
3
Edgar Form D Offerings
2017-11-172017-11-17 · 0001580475-17-000001
2015-05-272015-05-27 · 0001580475-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2500 DEVINE STREETCOLUMBIA, SC 29205-1889
Business
2500 DEVINE STREETCOLUMBIA, SC 29205-1889
Edgar EIN
463026095
Edgar Recent Filings
D2017-11-17 · 0001580475-17-000001
D/A2015-05-27 · 0001580475-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1250450
Trust Company Affiliate
No

People (16)

16
HOLLAND, CHERYL, RENE
IAR · Direct Owner · 62.5%
1250450
CHASTAIN, XIMENA, ALEXANDRA
IAR · Direct Owner · 17.5%
4910472
GREEN, MARY, LAIRD WHITMIRE
IAR · Direct Owner · 7.5%
4956484
SCOTT, STEPHEN, JONES
IAR · Direct Owner · 7.5%
5990775
ROBERTSON, JONATHAN, J.
IAR · Direct Owner · 7.5%
5654616
FLOWERS, CHARLES, BAYS
IAR · Direct Owner · 7.5%
4910292
McQueen, Marc, Emerson
Executive Officer · 2.5%
7807474
Ann Josey Beckwith
IAR
7226561
JACKLYN ABIGAIL MASON
IAR
5860307
Bailey Osborne Davis
IAR
7537757
SUSAN AMICK MCCANTS
IAR
4910413
Anne Marie E. Ashworth
IAR
7031607
Karlyn M Jones
IAR
7262877
WILLIAM R. JETER
IAR
6482690
CORINNE SHERIDAN HANNA
IAR
6482668
STEPHEN Elijah MAGGARD
IAR
7160338