Abacus Planning Group, Inc
Abacus Planning Group, Inc is a multi-family office headquartered in Columbia, United States.

Abacus Planning Group, Inc
Abacus Planning Group, Inc is a multi-family office headquartered in Columbia, United States. Founded in 1998 by financial planner Cheryl Holland, the firm grew out of her fee-only advisory practice and manages the complex financial lives of multiple affluent families, offering integrated investment, estate and tax planning alongside traditional wealth management. It leverages multidisciplinary in-house professionals to steward generational capital and fiduciary governance.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
—
Location
Region
North America
Country
—
City
Columbia
Corporate office
2500 Devine Street, Columbia, SC
Frequently asked questions
What is Abacus Planning Group, Inc?
Abacus Planning Group, Inc is a multi family office headquartered in Columbia.
When was Abacus Planning Group, Inc founded?
Abacus Planning Group, Inc was founded in 1998.
Where is Abacus Planning Group, Inc headquartered?
Abacus Planning Group, Inc is headquartered in Columbia, in the North America region.
What does Altss track for Abacus Planning Group, Inc?
Altss maintains an OSINT-verified profile of Abacus Planning Group, Inc covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Abacus Planning Group, Inc's website?
Abacus Planning Group, Inc's public website is abacusplanninggroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Abacus Planning Group, Inc?
Abacus Planning Group, Inc is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Abacus Planning Group, Inc?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Abacus Planning Group, Inc?
Abacus Planning Group, Inc's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: