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ABEL FINANCIAL MANAGEMENT CO.

· CRD 121558 · IAPD ↗ · 443-812-5459

$116.8MRegulatory AUM
2Advisory reps
2Employees
16Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — ABEL FINANCIAL MANAGEMENT CO. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — ABEL FINANCIAL MANAGEMENT CO. (location n/a) is newly SEC-registered with $105.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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