Overview
Assets Under Management: $120 million
Headquarters: PLANTATION, FL
High-Net-Worth Clients: 25
Average Client Assets: $2.1 million
Frequently Asked Questions
ABACUS CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309295), ABACUS CAPITAL ADVISORS is subject to fiduciary duty under federal law.
ABACUS CAPITAL ADVISORS is headquartered in PLANTATION, FL.
ABACUS CAPITAL ADVISORS serves 25 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ABACUS CAPITAL ADVISORS offers portfolio management for individuals. View all service details ↓
ABACUS CAPITAL ADVISORS manages $120 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ABACUS CAPITAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.91%
Average Client Assets: $2.1 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 309295
Filing ID: 2075833
Last Filing Date: 2026-03-30 14:28:51