THE ABC SQUARED

THE ABC SQUARED is an SEC-registered investment adviser (CRD 334631). Regulatory assets under management: $1.4M.

Registration

• CRD: 334631
• Type: Registered investment adviser
• Phone: 704-668-3101
• Latest filing: 2026-06-30
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 31

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search