Abacus Planning Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 5 private funds.
Abacus Planning Group reports 328 clients. They include 255 high-net-worth individuals, 52 individual clients and 11 charitable organizations. Of its assets, 96.2% ($2.07B across 2,818 accounts) are managed with discretion; $81.6M across 36 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 2% |
| High-net-worth individuals | 78% | 91% |
| Pension and profit-sharing plans | 3% | 3% |
| Charitable organizations | 3% | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $32.6M | 1.5% | $626K |
| High-net-worth individuals | 255 | $1.95B | 90.7% | $7.67M |
| Pension and profit-sharing plans | 10 | $70.7M | 3.3% | $7.07M |
| Charitable organizations | 11 | $97.6M | 4.5% | $8.87M |
| Corporations and other businesses | Fewer than 5 | $121K | 0.0% | — |
| Total | 328 | $2.16B | 100% | — |
- Clients
- 52
- Regulatory AUM
- $32.6M
- AUM share
- 1.5%
- Avg. per client
- $626K
- Clients
- 255
- Regulatory AUM
- $1.95B
- AUM share
- 90.7%
- Avg. per client
- $7.67M
- Clients
- 10
- Regulatory AUM
- $70.7M
- AUM share
- 3.3%
- Avg. per client
- $7.07M
- Clients
- 11
- Regulatory AUM
- $97.6M
- AUM share
- 4.5%
- Avg. per client
- $8.87M
- Clients
- Fewer than 5
- Regulatory AUM
- $121K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 328
- Regulatory AUM
- $2.16B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 251–500
Abacus Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged a fee set by the nature and complexity of the services; the annual recurring financial planning fee generally ranges from $8,000 to $200,000.
Cheryl Holland owns 50% to 75% of Abacus Planning Group. The leadership team of Abacus Planning Group includes President Charles Flowers and Chief Compliance Officer Marc McQueen. It has 30 employees, 5 of them in advisory roles.
Leadership
- Charles FlowersChief Investment Officer/Co- President
- Jonathan RobertsonShareholder/Co- President
- Marc McQueenChief Compliance Officer
- Ximena ChastainSecretary
- Cheryl HollandTreasurer
- Mary GreenShareholder
- Stephen ScottShareholder
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Anne Marie E. Ashworth
- Ann Josey Beckwith
- Ximena Alexandra Chastain
- Bailey Osborne Davis
- Charles Bays Flowers
- Mary Laird Whitmire Green
- Corinne Sheridan Hanna
- Cheryl Rene Holland
- William R. Jeter
- Karlyn M Jones
- Stephen Elijah Maggard
- Jacklyn Abigail Mason
- Susan Amick McCants
- Jonathan J. Robertson
- Stephen Jones Scott
Staff
- 30 employees
- 5 in advisory functions
- 15 state-registered reps
- Owns 50% to 75% of Abacus Planning Group, Inc.
Cheryl Holland
Control person · since January 2025
- Owns 10% to 25% of Abacus Planning Group, Inc.
Ximena Chastain
Control person · since April 2009
- Owns 5% to 10% of Abacus Planning Group, Inc.
Charles Flowers
Control person · since May 2017
- Owns 5% to 10% of Abacus Planning Group, Inc.
Jonathan Robertson
since May 2022
- Owns 5% to 10% of Abacus Planning Group, Inc.
Mary Green
since January 2024
- Owns 5% to 10% of Abacus Planning Group, Inc.
Stephen Scott
since January 2024
Abacus Planning Group’s regulatory assets grew from $1.45B (March 2021) to $2.16B (April 2026); clients rose from 284 to 328 and employees from 16 to 30.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $2.16B | 328 | 30 | 3 |
| Mar 2025March 2025 | $1.9B | 306 | 27 | 3 |
| Mar 2024March 2024 | $1.68B | 294 | 27 | 3 |
| Jul 2023July 2023 | $1.51B | 296 | 34 | 4 |
| May 2022May 2022 | $1.67B | 282 | 15 | 5 |
| Mar 2021March 2021 | $1.45B | 284 | 16 | 5 |
Besides its headquarters, Abacus Planning Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 2500 Devine Street, ColumbiaHQ
- 115 E. Camperdown Way, Greenville
Contact and registration details
- Legal name
- Abacus Planning Group, Inc.
- Headquarters
- 2500 Devine Street, Columbia, SC 29205-2400
- Website
- abacusplanninggroup.com
- Phone
- 803-933-0054
- @abacus-planning-group
- SEC file
- 801-55414
- Structure
- South Carolina corporation
- Fiscal year end
- December
Abacus Planning Group’s named custodian for separately managed accounts is Charles Schwab ($1.83B). Abacus Planning Group has custody of $1.39B for 300 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.83B100%
At year end, Abacus Planning Group’s separately managed accounts were mostly in funds (71%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $809M across 259 positions; the largest are ETF Ser Solutions (10.5%), Vanguard Index Fds (10.2%) and iShares TR (8.9%).
What the accounts hold
- Stocks12%
- Funds71%
- Registered funds67%
- Pooled vehicles4%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash11%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $809M
- Reported 13F value
- 259
- Positions
- 56.2%
- In the 10 largest
- +8.9%
- Value vs. prior quarter
- ETF Ser Solutions · Distillate US10.5%
- Vanguard Index Fds · Total Stk Mkt10.2%
- iShares TR · 0-5 YR Tips ETF8.9%
- Vanguard Index Fds · SM CP Val ETF6.7%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt4.8%
- Vanguard Star Fds · VG TL Intl Stk F4.7%
- Union Pac Corp.2.8%
- Amazon Com Inc.2.7%
- Vanguard Index Fds · S&P 500 ETF Shs2.5%
- J P Morgan Exchange Traded F · Mortgage Backed2.4%
Together, the ten largest are 56.2% of reported value.
How many clients does Abacus Planning Group have?
Abacus Planning Group has 328 clients and manages $2.16 billion for them, as of April 2026. They include 255 high-net-worth individuals, 52 individual clients and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 April 2026
What services does Abacus Planning Group offer?
Abacus Planning Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Abacus Planning Group use?
Abacus Planning Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.83B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 April 2026
How many financial advisors does Abacus Planning Group have?
Abacus Planning Group has 15 investment adviser representatives registered with state securities authorities, out of 30 employees, and 5 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 Planning Group invest in?
At the end of its last fiscal year, Abacus Planning Group’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 11% cash and equivalents, 4% U.S. government and agency bonds, 4% pooled vehicles (private funds and similar) and 1% state and local bonds. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abacus Planning Group?
Abacus Planning Group’s direct owners are Cheryl Holland (50% to 75%), Ximena Chastain (10% to 25%), Charles Flowers (5% to 10%), Jonathan Robertson (5% to 10%), Mary Green (5% to 10%) and Stephen Scott (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 April 2026
How does Abacus Planning Group get paid?
Abacus Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 Planning Group?
Abacus Planning Group’s main office is at 2500 Devine Street, Columbia, SC 29205-2400. Its phone number is 803-933-0054. Its website is abacusplanninggroup.com.