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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.8B | $66.3M | 27 | 9 |
| Mar 2025 | $1.9B | $1.8B | $66.3M | 27 | 9 |
| Oct 2024 | $1.7B | $1.7B | $29.1M | 27 | 9 |
| Oct 2024 | $1.7B | $1.7B | $29.1M | 27 | 9 |
| Oct 2024 | $1.7B | $1.7B | $29.1M | 27 | 9 |
| Mar 2024 | $1.7B | $1.7B | $29.1M | 27 | 9 |
| Mar 2024 | $1.7B | $1.7B | $29.1M | 27 | 9 |
| Oct 2023 | $1.5B | $1.5B | $51.1M | 34 | 0 |
| Jul 2023 | $1.5B | $1.5B | $51.1M | 34 | 0 |
| Mar 2023 | $1.5B | $1.5B | $51.1M | 34 | 0 |
| Mar 2023 | $1.5B | $1.5B | $51.1M | 34 | 0 |
| Oct 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Aug 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Aug 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| May 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Mar 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Mar 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Mar 2022 | $1.7B | $1.7B | $0 | 15 | 2 |
| Oct 2021 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 16 | 0 |
| Oct 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| Aug 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| Jul 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| Jun 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| May 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| Mar 2020 | $1.3B | $1.3B | $0 | 17 | 0 |
| Oct 2019 | $1B | $1B | $0 | 18 | 0 |
| Sep 2019 | $1B | $1B | $0 | 18 | 0 |
| Jun 2019 | $1B | $1B | $0 | 18 | 0 |
| Mar 2019 | $1B | $1B | $0 | 18 | 0 |
| Oct 2018 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2018 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2017 | $882.4M | $882.4M | $0 | 17 | 200 |
| Oct 2016 | $806.7M | $806.7M | $0 | 18 | 200 |
| Jul 2016 | $806.7M | $806.7M | $0 | 18 | 200 |
| Mar 2016 | $806.7M | $806.7M | $0 | 18 | 200 |
| Sep 2015 | $836.5M | $836.5M | $0 | 17 | 200 |
| May 2015 | $836.5M | $836.5M | $0 | 17 | 200 |
| Apr 2015 | $836.5M | $836.5M | $0 | 17 | 200 |
| Mar 2015 | $836.5M | $836.5M | $0 | 17 | 200 |
| Jun 2014 | $804.4M | $804.4M | $0 | 16 | 200 |
| Jun 2014 | $804.4M | $804.4M | $0 | 16 | 200 |
| Mar 2014 | $804.4M | $804.4M | $0 | 16 | 200 |
| Oct 2013 | $710.4M | $710.4M | $0 | 17 | 200 |
| Mar 2013 | $710.4M | $0 | $710.4M | 17 | 200 |
| Aug 2012 | $652M | $652M | $0 | 11 | 200 |
| Jun 2012 | $652M | $652M | $0 | 11 | 200 |
| Apr 2012 | $652M | $652M | $0 | 11 | 200 |
| Mar 2012 | $652M | $652M | $0 | 11 | 200 |
| Jun 2010 | $524.9M | $524.9M | $0 | -- | -- |
| Feb 2010 | $524.9M | $524.9M | $0 | -- | -- |
| Mar 2007 | $430.8M | $430.8M | $0 | -- | -- |
| Mar 2006 | $305.6M | $305.6M | $0 | -- | -- |
| Mar 2004 | $220.7M | $0 | $220.7M | -- | -- |
| Mar 2002 | $127.1M | $0 | $127.1M | 10 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$66.3M
Employees27
Clients9
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$66.3M
Employees27
Clients9
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.1M
Employees27
Clients9
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.1M
Employees27
Clients9
DateOct 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.1M
Employees27
Clients9
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.1M
Employees27
Clients9
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$29.1M
Employees27
Clients9
DateOct 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$51.1M
Employees34
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$51.1M
Employees34
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$51.1M
Employees34
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$51.1M
Employees34
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateMay 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients2
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateOct 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateJun 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2017
Total AUM$882.4M
Discretionary$882.4M
Non-Disc.$0
Employees17
Clients200
DateOct 2016
Total AUM$806.7M
Discretionary$806.7M
Non-Disc.$0
Employees18
Clients200
DateJul 2016
Total AUM$806.7M
Discretionary$806.7M
Non-Disc.$0
Employees18
Clients200
DateMar 2016
Total AUM$806.7M
Discretionary$806.7M
Non-Disc.$0
Employees18
Clients200
DateSep 2015
Total AUM$836.5M
Discretionary$836.5M
Non-Disc.$0
Employees17
Clients200
DateMay 2015
Total AUM$836.5M
Discretionary$836.5M
Non-Disc.$0
Employees17
Clients200
DateApr 2015
Total AUM$836.5M
Discretionary$836.5M
Non-Disc.$0
Employees17
Clients200
DateMar 2015
Total AUM$836.5M
Discretionary$836.5M
Non-Disc.$0
Employees17
Clients200
DateJun 2014
Total AUM$804.4M
Discretionary$804.4M
Non-Disc.$0
Employees16
Clients200
DateJun 2014
Total AUM$804.4M
Discretionary$804.4M
Non-Disc.$0
Employees16
Clients200
DateMar 2014
Total AUM$804.4M
Discretionary$804.4M
Non-Disc.$0
Employees16
Clients200
DateOct 2013
Total AUM$710.4M
Discretionary$710.4M
Non-Disc.$0
Employees17
Clients200
DateMar 2013
Total AUM$710.4M
Discretionary$0
Non-Disc.$710.4M
Employees17
Clients200
DateAug 2012
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees11
Clients200
DateJun 2012
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees11
Clients200
DateApr 2012
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$652M
Discretionary$652M
Non-Disc.$0
Employees11
Clients200
DateJun 2010
Total AUM$524.9M
Discretionary$524.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2010
Total AUM$524.9M
Discretionary$524.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$430.8M
Discretionary$430.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$220.7M
Discretionary$0
Non-Disc.$220.7M
Employees--
Clients--
DateMar 2002
Total AUM$127.1M
Discretionary$0
Non-Disc.$127.1M
Employees10
Clients--