ABEL FINANCIAL MANAGEMENT CO.

ABEL FINANCIAL MANAGEMENT CO. is an SEC-registered investment adviser (CRD 121558). Regulatory assets under management: $116.8M.

Registration

• CRD: 121558
• SEC file number: 801-132094
• Type: Registered investment adviser
• Phone: 443-812-5459
• Latest filing: 2026-01-30
• Regulatory AUM: $116.8M
• Discretionary AUM: $110.4M
• Non-discretionary AUM: $6.5M
• Clients: 2
• Accounts: 283

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121558 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search