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Abacus Planning Group
Cheryl Holland established Abacus Planning Group in 1998 after running a fee-only financial planning practice. The firm expanded from that base into a...
Abacus Planning Group
Cheryl Holland established Abacus Planning Group in 1998 after running a fee-only financial planning practice. The firm expanded from that base into a multi-family office that coordinates investment, estate, and tax matters for multiple client families. Abacus deploys capital across private equity, real estate, private credit, and hedge funds. It uses fund-of-funds structures alongside direct holdings. Confirmed positions include Sprott Physical Silver Trust, VanEck Merk Gold ETF, and Hecla Mining Company. All activity remains within North America. The firm reports $1.9 billion in assets. Holland serves on the board of Children's Trust of South Carolina and chairs the investment committee at Clemson University Foundation. In 2023 she was inducted into Barron's Advisor Hall of Fame.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
1899 (Altss estimate)
Location
Region
North America
Country
United States
City
Columbia
Corporate office
Columbia, SC, United States
Principals
Cheryl Holland
President and owner
Sector focus
Frequently asked questions
Who runs investment decisions at Abacus Planning Group?
Cheryl Holland serves as president and owner. She oversees the firm's investment, estate, and tax planning activities.
What asset classes does Abacus Planning Group use?
The firm allocates across private equity, real estate, private credit, and hedge funds, using both fund-of-funds and direct holdings.
Where does the underlying wealth originate?
The firm grew from Cheryl Holland's original fee-only advisory practice established before 1998.
Does Abacus Planning Group participate in philanthropic structures?
Holland serves on the board of Children's Trust of South Carolina and chairs the investment committee of Clemson University Foundation.
What professional networks does the firm maintain?
Holland holds membership in NAPFA and the Institute for the Fiduciary Standard and was inducted into Barron's Advisor Hall of Fame in 2023.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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