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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- TimberBridge +more
- Established Date
- 11-03-1983
- Office Locations
- 2
Office Locations
About Abbot Financial Management, INC
Abbot Financial Management is a privately owned, independent, fee-only investment manager founded in 1983 in Andover, MA. The firm advises individuals and families as well as corporations, retirement plans, and foundations, building high-quality stock and bond portfolios tailored to each client’s risk parameters. AFM emphasizes long-term, risk-managed asset allocation across equities, bonds, and cash, with regular client communication; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW JAMES NOVELLINE
Chief Compliance Officer, President
- CRD
- #4422210
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT ALAN MCLEMORE
President
- CRD
- #1226566
DENNIS CARL WASSUNG JR.
--
- CRD
- #4127189
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,994,864 | $588,340 |
| Non-Discretionary | $0 | -- |
| Total | $302,994,864 | $588,340 |
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Separately Managed Accounts
Total SMA Asset: $302,994,864
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,018,527,478 | 12.3% |
| Public Funds | $1,921,125,000 | 23.2% |
| Cash | $2,028,774,245 | 24.5% |
| U.S. Government/Agency | $1,755,510,775 | 21.2% |
| Corporate - Investment Grade | $1,556,773,707 | 18.8% |
| Total | $8,280,711,205 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK PRIME | VALUE SIGNAL | EGMGD2N5L | FUG | 5.97% | $19,131,347 |
| PEAK DELTA CATALYST | FUSION MERIDIAN | US27C6SBI | GGKOF | 11.48% | $38,599,363 |
| LEGACY DELTA SUMMIT | OAK QUANTUM | O8D42XK4Q | EPC | 8.38% | $15,955,681 |
| INSIGHT MERIDIAN | BEACON HORIZON | 1L3TB8ZGA | LPA | 11.37% | $19,646,969 |
| QUANTUM HORIZON FOUNDATION | ZENITH CAPITAL | URN90ESJI | AYC | 5.86% | $76,447,026 |
| CATALYST VERTEX | PIONEER PIONEER | X21Z48KVH | CXKSI | 7.27% | $95,834,246 |
| FOUNDATION VECTOR PEAK | TIMBER EMBER | B3ACRQQFX | BIC | 10.96% | $82,039,970 |
| PRIME ALPHA CATALYST | GLACIER VECTOR | YVKVAXKFQ | YRN | 11.37% | $77,807,831 |