Abacus Planning Group, Inc.
Abacus Planning Group, Inc. is an SEC-registered investment adviser founded in 1998 and headquartered in Columbia, South Carolina. The firm specializes in providing personalized financial planning and investment management services primarily to individuals and families. With a team of experienced professionals, Abacus focuses on understanding each client's personal circumstances, objectives, and risk profiles. The firm manages over $1.68 billion in assets and serves clients seeking bespoke wealth management solutions.
Investment Strategy
Abacus Planning Group offers fully customized investment advice that centers on the individual needs, objectives, and risk tolerance of each client. Portfolio recommendations are guided by comprehensive client conversations, the collection of financial information, and risk assessment questionnaires. The firm creates tailored written investment policies for each client, manages client portfolios according to these policies, and rebalances portfolios as needed. Abacus does not limit its investment advice to any specific product or asset class; recommendations routinely include exchange-listed securities, ETFs, over-the-counter securities, foreign issuers, and corporate debt. The ongoing portfolio review process ensures alignment with each client’s evolving goals and circumstances.
Top Holdings
Equity Positions (256)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DSTL | ETF SER SOLUTIONS | 11.06% | $80.2M | 1,383,274 | $45.19 | $57.96 | +$3.7M |
V VTI | VANGUARD INDEX FDS | 10.05% | $72.8M | 221,863 | $207.75 | $328.17 | +$5.6M |
S STIP | ISHARES TR | 6.69% | $48.5M | 469,165 | $100.67 | $103.36 | +$13.0M |
V VBR | VANGUARD INDEX FDS | 6.13% | $44.4M | 212,793 | $141.68 | $208.71 | +$4.3M |
J JMTG | J P MORGAN EXCHANGE TRADED F | 4.68% | $34.0M | 665,696 | $50.19 | $51.00 | -$12.4M |