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- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-1998
- Office Locations
- 3
Office Locations
About Abacus Planning Group, Inc.
Abacus Planning Group is an RIA serving families with complex wealth needs, blending financial and wealth planning with discretionary asset management. The team emphasizes listening-led discovery and practical planning for cash flow, estate and tax considerations, charitable giving, and business succession. Portfolios focus on asset allocation and construction using public funds, including ETFs and mutual funds, with fixed income and select alternatives as needed. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 15, 2025 and April 13, 2026, reported AUM increased 13.5%, from $1.9B to $2.2B.
Across 5 reported observations, AUM increased 29.1% between October 27, 2022 and April 13, 2026, from $1.7B to $2.2B.
Of the latest reported AUM, 96.2% is discretionary and 3.8% is non-discretionary.
The firm reports 5 advisory representatives and 337 clients, or 67.4 clients per representative. That equates to $6.4M in reported AUM per client.
The profile lists 3 reported office locations and 28 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CHERYL RENE HOLLAND
Financial Advisor, General Partner, TREASURER
- CRD
- #1250450
- Ownership
- 50% but less than 75%
XIMENA ALEXANDRA CHASTAIN
Secretary
- CRD
- #4910472
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Anne Marie E. Ashworth
Financial Advisor
- CRD
- #7031607
Ann Josey Beckwith
Financial Advisor
- CRD
- #7226561
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,074,247,209 | $736,071 |
| Non-Discretionary | $81,559,540 | $2,265,543 |
| Total | $2,155,806,749 | $755,363 |
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Separately Managed Accounts
SMA allocation detail is available
Abacus Planning Group, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Abacus Planning Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.