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ABACUS PLANNING GROUP, INC.

COLUMBIA, SC · CRD 107994 · IAPD ↗ · 803-933-0054

$2.16BRegulatory AUM
5Advisory reps
30Employees
9Clients
251-500Planning clients
5Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ABACUS PLANNING GROUP, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — ABACUS PLANNING GROUP, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
November 2024 — ABACUS PLANNING GROUP, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.