# ABACUS PLANNING GROUP, INC.

ABACUS PLANNING GROUP, INC. of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 107994
- Type: SEC-registered investment adviser
- SEC file number: 801-55414
- Location: 2500 DEVINE STREET, COLUMBIA, SC, 29205-2400
- Phone: 803-933-0054
- Latest filing: 2026-04-13
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $81.6M
- Clients: 30
- Accounts: 2,854

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Scott A Jones | SHAREHOLDER | Fishers, IN |
| Charles Bays Flowers | CHIEF INVESTMENT OFFICER/CO-PRESIDENT | Columbia, SC |
| Cheryl Rene Holland | TREASURER | — |
| Ximena Alexandra Chastain | SECRETARY | — |
| Jonathan J Robertson | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | — |
| Mary Laird Whitmire Green | SHAREHOLDER | — |
| Stephen Jones Scott | SHAREHOLDER | — |
| HOLLAND CHERYL RENEE | PRESIDENT | — |
| VALLEY STEPHEN BARTON | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| HAMMER CHARLES WARREN | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER - COO; CHIEF OPERATIONS OFFICER | — |
| ROBERTSON CORBIN J | SHAREHOLDER; SHAREHOLDER/CHIEF COMPLIANCE OFFICER; SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT | — |
| HOLLAND CHERYL RENE | PRESIDENT; SHAREHOLDER | — |
| FLOWERS CHARLES BAYS | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/CO-PRESIDENT | — |
| CHASTAIN XIMENA ALEXANDRA | SECRETARY/TREASURER | — |
| GREEN MARY LAIRD WHITMIRE | SHAREHOLDER | — |
| Jonathan J. Robertson | SHAREHOLDER/CHIEF COMPLIANCE OFFICER/CO-PRESIDENT; SHAREHOLDER/CO-PRESIDENT | — |
| Marc Emerson Mcqueen | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-06-24 | regulatory | THE SEC IDENTIFIED FAILURES BY THE FIRM TO COMPLY WITH ADVISERS ACT RULE 206(4)-1 (THE "MARKETING RULE"). SPECIFICALLY, AFTER THE COMPLIANCE DEADLINE FOR THE MARKETING RULE ON NOVEMBER 4, 2022, AND CONTINUING THROUGH JUNE 27, 2024, THE SEC ALLEGED THAT THE FIRM DISSEMINATED AN ADVERTISEMENT CONTAINI… | Final | $150K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107994/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107994/similar
- Related entities: https://search.stillhousedata.com/firm/107994/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107994

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.