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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abacus Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Abacus Planning Group invest in?","answer":"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. 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