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- Custodian
- Apex ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- UnisonEagle +more
- Established Date
- 12-14-2007
- Office Locations
- 1
Office Locations
About Abel Financial Management Co.
Abel Financial is a boutique, 100% independent RIA serving individuals and families in the Baltimore area and virtually nationwide. The firm provides comprehensive financial planning and ongoing investment management, often for young professional families and clients nearing or in retirement. Portfolios primarily use public funds with ETF exposure. Clients get direct, unlimited access, and the team limits new relationships each year; led by CFP Steven Stern.
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Owner & Executives
STEVEN HILLARD STERN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5901946
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RITA ABEL
Owner
- CRD
- #2436101
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,375,449 | $394,198 |
| Non-Discretionary | $6,459,849 | $2,153,283 |
| Total | $116,835,298 | $412,846 |
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Separately Managed Accounts
Total SMA Asset: $116,835,298
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $282,024,389 | 27.5% |
| Equity - Exchange | $252,283,635 | 24.6% |
| Cash | $198,955,387 | 19.4% |
| Municipal Bonds | $292,279,822 | 28.5% |
| Total | $1,025,543,233 | 100.0% |