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Abacus Planning Group, Inc. CRD 107994
$2.16B regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2500 Devine Street, Columbia, SC 29205-2400 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| SC | RA | APPROVED | 2022-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina - Columbia | Columbia | SC | 08/2016 | 06/2020 |
| Abacus Planning Group | Columbia | SC | 06/2015 | 05/2020 |
| Abacus Planning Group | Columbia | SC | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-10 |
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