ABACUS PLANNING GROUP, INC.
CRD #107994 SEC #801-55414 COLUMBIA, SC 803-933-0054
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.8B
Employees
27
Clients
251
Accounts
2,735
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| GREEN, MARY, LAIRD WHITMIRE | I | SHAREHOLDER | NA | |
| HAMMER, CHARLES, WARREN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER - COO | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| HAMMER, CHARLES, WARREN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| SCOTT, STEPHEN, JONES | I | SHAREHOLDER | NA | |
| VALLEY, STEPHEN, BARTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALLEY, STEPHEN, BARTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALLEY, STEPHEN, BARTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENEE | I | PRESIDENT | E | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | PRESIDENT | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | SHAREHOLDER | D | Control |
| HOLLAND, CHERYL, RENE | I | TREASURER | D | Control |
| HOLLAND, CHERYL, RENE | I | TREASURER | D | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY/TREASURER | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY | A | Control |
| CHASTAIN, XIMENA, ALEXANDRA | I | SECRETARY | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| FLOWERS, CHARLES, BAYS | I | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | A | Control |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| ROBERTSON, JONATHAN, J. | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | A | |
| VALLEY, STEPHEN, BARTON | I | SHAREHOLDER | A | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (10)
CA FL GA NC NY OK PA SC TX VA
Address
2500 DEVINE STREETCOLUMBIA, SC 29205-2400
United States
Phone: 803-933-0054