Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 42
Average Client Assets: $1.9 million
Frequently Asked Questions
ABEL FINANCIAL MANAGEMENT CO. 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 #121558), ABEL FINANCIAL MANAGEMENT CO. is subject to fiduciary duty under federal law.
ABEL FINANCIAL MANAGEMENT CO. serves 42 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, ABEL FINANCIAL MANAGEMENT CO. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ABEL FINANCIAL MANAGEMENT CO. manages $117 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, ABEL FINANCIAL MANAGEMENT CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.41%
Average Client Assets: $1.9 million
Total Client Accounts: 283
Discretionary Accounts: 280
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 121558
Filing ID: 2045576
Last Filing Date: 2026-01-30 10:30:57