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ABBINGTON INVESTMENT GROUP, LLC

SOUTH PORTLAND, ME · CRD 174407 · IAPD ↗ · abbingtongroup.com · 207-433-5820

$202.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ABBINGTON INVESTMENT GROUP, LLC moved its main office from WESTPORT, CT to SOUTH PORTLAND, ME.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2026 — ABBINGTON INVESTMENT GROUP, LLC now reports custody of client assets ($13.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2026 — ABBINGTON INVESTMENT GROUP, LLC reported RAUM up 64% ($122.9M -> $202.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — ABBINGTON INVESTMENT GROUP, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ABBINGTON INVESTMENT GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2024 — ABBINGTON INVESTMENT GROUP, LLC notice-filed in FL, ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — ABBINGTON INVESTMENT GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
March 2024 — ABBINGTON INVESTMENT GROUP, LLC (WESTPORT, CT) is newly SEC-registered with $108.6M RAUM and 3 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.