Abacus Planning Group, Inc.

Overview

Abacus Planning Group, Inc. is an SEC registered investment adviser based in Columbia, SC, registered since 1998. It reports $2.2B in assets under management across 2,854 accounts, with 30 employees. It has 15 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

96%

Accounts

2,854

Average account

$755K

Employees

30

Advisory reps

15

Registered since

1998

Jurisdictions

7

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Jonathan J Robertson Shareholder, Co-President CRD 5654616
• Charles Bays Flowers Chief Investment Officer CRD 4910292
• Marc Emerson McQueen Chief Compliance Officer CRD 7807474

4 more executive officers, with direct contact details

Advisory reps 3 of 15

• Anne Marie E Ashworth Investment Adviser Rep CRD 7031607
• Ann Josey Beckwith Investment Adviser Rep CRD 7226561
• Ximena Alexandra Chastain Investment Adviser Rep CRD 4910472

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2500 Devine St
Columbia, SC 29205

County

Richland

Metro area

Columbia, SC

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: abacusplanninggroup.com

Every state, with registration dates

Similar firms near Columbia

• Southstate Private Capital Management LLCColumbia, SC$5B AUM
• CCM Investment Advisers, LLCColumbia, SC$1.5B AUM
• Anchor Investment ManagementColumbia, SC$1.5B AUM
• Hobbs Group Advisors LLCColumbia, SC$584M AUM
• Yon Drake & Associates IncColumbia, SC$305M AUM