CRD: 152401
Abernathy Group II LLC
$80.2M Total AUM
$77.7M Disc. AUM
2.7% 3Y CAGR
4 Employees
34 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2009
- Office Locations
- 1
Office Locations
530 5TH Avenue, 24th Floor NEW York NY
About Abernathy Group II LLC
ABERNATHY GROUP II LLC is a New York-based advisory firm focused on employer-sponsored 401(k) plans. The team supports plan sponsors with ongoing fee and rate reviews, streamlined administration, and compliance-minded documentation of HR meetings. They provide individualized participant education and help curate lower-cost investment menus, with custody relationships including Charles Schwab.
Team overview
66 AVG AGE
$80.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
10.9 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEVEN HOLT ABERNATHY
Managing Member
- CRD
- #1276378
- Ownership
- 75% or more
Available
Available
Available
E
EDWARD FRANCIS COYLE
Chief Compliance Officer
- CRD
- #1257412
- Ownership
- Less than 5%
Available
Available
Available
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S
STEVEN HOLT ABERNATHY
Managing Member
- CRD
- #1276378
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,736,260 | $883,367 |
| Non-Discretionary | $2,459,948 | $409,991 |
| Total | $80,196,208 | $853,151 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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