# ABEL FINANCIAL MANAGEMENT CO.

ABEL FINANCIAL MANAGEMENT CO. is an SEC-registered investment adviser.

## Registration

- CRD: 121558
- Type: SEC-registered investment adviser
- SEC file number: 801-132094
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Steven Hillard Stern | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121558/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121558/similar
- Related entities: https://search.stillhousedata.com/firm/121558/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121558

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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.