# Abacus Planning Group

Abacus Planning Group is a Multi Family Office based in Columbia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Columbia, United States
- **Region:** North America
- **Address:** Columbia, SC, United States
- **Founded:** 1998
- **Assets under management:** 1899 (Altss estimate)
- **Website:** abacusplanninggroup.com
- **LinkedIn:** https://www.linkedin.com/company/abacus-planning-group

## Regulatory record

- **CRD number:** 107994
- **SEC file number:** 801-55414
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107994

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds

## People

- Cheryl Holland — President and owner

## 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.

### 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.

## Related profiles

- [J Stern & Co](https://altss.com/profile/j-stern-co)
- [Ulysses Management](https://altss.com/profile/ulysses-management)

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Last updated: 2026-06-03T20:00:00.000Z

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