Abacus Capital Advisors provides portfolio management for individuals and small businesses.
Abacus Capital Advisors reports 48 clients. They include 25 high-net-worth individuals and 23 individual clients. Of its assets, 100.0% ($120M across 80 accounts) are managed with discretion. Of its clients, 70% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 55% |
| High-net-worth individuals | 52% | 45% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $65.8M | 55.1% | $2.86M |
| High-net-worth individuals | 25 | $53.7M | 44.9% | $2.15M |
| Total | 48 | $120M | 100% | $2.49M |
- Clients
- 23
- Regulatory AUM
- $65.8M
- AUM share
- 55.1%
- Avg. per client
- $2.86M
- Clients
- 25
- Regulatory AUM
- $53.7M
- AUM share
- 44.9%
- Avg. per client
- $2.15M
Total
- Clients
- 48
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- $2.49M
- Clients outside the U.S.
- 70%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Abacus Capital Advisors is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Mauro Ferman owns 75% or more of Abacus Capital Advisors. It has 3 employees.
Leadership
- Mauro FermanCEO / CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Abacus Capital Advisors LLC
Mauro Ferman
Control person · since April 2020
Abacus Capital Advisors’ regulatory assets grew from $103M (February 2025) to $120M (March 2026); clients fell from 51 to 48 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $120M | 48 | 3 | 1 |
| Feb 2025February 2025 | $103M | 51 | 3 | 1 |
Besides its headquarters, Abacus Capital Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 8181 West Broward BLVD, Suite 258, PlantationHQ
Contact and registration details
- Legal name
- Abacus Capital Advisors LLC
- Headquarters
- 8181 West Broward BLVD, Suite 258, Plantation, FL 33324
- Website
- abacuscapitaladvisors.com
- Phone
- 954-361-4210
- @abacus-capital-advisors
- SEC file
- 801-132208
- Structure
- Florida LLC
- Fiscal year end
- December
Abacus Capital Advisors’ named custodians for separately managed accounts are Interactive Brokers ($83.9M, 85%) and Pershing ($14.6M, 15%). Abacus Capital Advisors does not have custody of client assets.
- Interactive BrokersInteractive Brokers Corp. · Greenwich, CT · $83.9M85%
- PershingPershing LLC · Jersey City, NJ · $14.6M15%
At year end, Abacus Capital Advisors’ separately managed accounts were mostly in bonds (79%) and stocks (16%).
What the accounts hold
- Stocks16%
- Bonds79%
- Investment grade corporate bonds70%
- High-yield corporate bonds9%
- Cash5%
How many clients does Abacus Capital Advisors have?
Abacus Capital Advisors has 48 clients and manages $120 million for them, as of March 2026. They include 25 high-net-worth individuals and 23 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Abacus Capital Advisors offer?
Abacus Capital Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Abacus Capital Advisors use?
Abacus Capital Advisors’ separately managed account assets are held at Interactive Brokers Corp. (Greenwich, CT), with $83.9M and Pershing LLC (Jersey City, NJ), with $14.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Abacus Capital Advisors have?
Abacus Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abacus Capital Advisors invest in?
At the end of its last fiscal year, Abacus Capital Advisors’ separately managed accounts held 70% investment grade corporate bonds, 16% exchange-traded equities, 9% high-yield corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abacus Capital Advisors?
Abacus Capital Advisors’ direct owner is Mauro Ferman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Abacus Capital Advisors get paid?
Abacus Capital Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abacus Capital Advisors?
Abacus Capital Advisors’ main office is at 8181 West Broward BLVD, Suite 258, Plantation, FL 33324. Its phone number is 954-361-4210. Its website is abacuscapitaladvisors.com.