$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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- Custodian
- Jackson National Life
- Clients
- Retail
- Platforms
- Timber radial
- Established Date
- 01-30-2017
- Office Locations
- 1
Office Locations
318 Paradise Dr. Savannah GA
About Abacus Wealth Factors, LLC
Abacus Wealth Factors is an independent, fee-only fiduciary RIA based in Savannah, Georgia, providing values-based financial planning and ongoing wealth and portfolio management for individuals and families. Services include a Financial Checkup Analysis covering balance sheet, cash flow, insurance, Social Security strategy, and Monte Carlo retirement modeling, plus focused consultation sessions. Client portfolios appear primarily ETF-based.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$361.6K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Optima Timber
Custodian
Quantum eagle
Investment Themes
Ember alpha Delta legacy
Investment Vehicles
Pioneer peak
Services
Vital horizon Delta pioneer Radial focus Peak Matrix Ridge unison Ridge atlas Matrix Glacier Crest
Technology
Ember
Owner & Executives
M
MARVIN WITT JACKSON
President, Senior Advisor
- CRD
- #6332987
- Ownership
- 75% or more
(517) 762-7544
value.vital@alphacapital.com
in linkedin.com/in/frontier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,892,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,892,828 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,892,828
Equity - Exchange:
39.7% Cash:
60.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,916,485,622 | 39.7% |
| Cash | $2,910,934,082 | 60.3% |
| Total | $4,827,419,704 | 100.0% |