Abacus Planning Group, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

107994

SEC number

801-55414

Firm type

RIA

Assets under management

$2.2B as of Apr 13, 2026

Website

x.com/GroupAbacus/status/1035177782190329856?mx=2 ↗

Phone

803-933-0054

Address

2500 Devine Street, Columbia, SC, 29205-2400

Advisors at this firm

15 in our index · page 1 of 1

• Anne Marie E. AshworthCRD 7031607 · Columbia, SC
  IA Registered
• Ann Josey BeckwithCRD 7226561 · Columbia, SC
  IA Registered
• Ximena Alexandra ChastainCRD 4910472 · Columbia, SC
  IA Registered
• Bailey Osborne DavisCRD 7537757 · Columbia, SC
  IA Registered
• Charles Bays FlowersCRD 4910292 · Columbia, SC
  IA Registered
• Mary Laird Whitmire GreenCRD 4956484 · Greenville, SC
  IA Registered
• Corinne Sheridan HannaCRD 6482668 · Columbia, SC
  IA Registered
• Cheryl Rene HollandCRD 1250450 · Columbia, SC
  IA Registered
• William R. JeterCRD 6482690 · Columbia, SC
  IA Registered
• Karlyn M JonesCRD 7262877 · Columbia, SC
  IA Registered
• Stephen Elijah MaggardCRD 7160338 · Columbia, SC
  IA Registered
• Jacklyn Abigail MasonCRD 5860307 · Columbia, SC
  IA Registered
• Susan Amick MccantsCRD 4910413 · Columbia, SC
  IA Registered
• Jonathan J. RobertsonCRD 5654616 · Columbia, SC
  IA Registered
• Stephen Jones ScottCRD 5990775 · Brandon, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.