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Abacus Planning Group Inc

Abacus Planning Group Inc
Abacus Planning Group Inc is a RIA based in Columbia, SC with $652M in AUM and with 12 advisors nationwide. Cheryl Renee Holland is the majority owner of the firm and has been in this role with the firm since 1998.

Advisors (12)

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Name Start Date
Andrew Kevin Jones May 2009
Angel Trotter Marvin Jul 2009
Arianna Sims Derrick Jun 2005
Bethany Jordan Mckinney Dec 2010
Charles Bays Flowers Mar 2005
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$652.0M
Total Assets
2K
Accounts
$325.0K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Cheryl Renee Holland President 03/01/1998
Charles Warren Hammer Chief Compliance Officer - COO 06/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
2500 Devine Street
Columbia , SC 29205-2400
Phone Number: 803-933-0054

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees