Family Office
Abacus Planning Group
Abacus Planning Group is a US-based wealth management firm founded in 1998 by Cheryl Holland. It is headquartered in Columbia, South Carolina.CIO Charles Flowers has been with Abacus since 2001 and is responsible for overseeing the firm's overall investment strategy and portfolio management approach.As of December 31, …
Headquarters
Columbia, SC, USA
Website
abacusplanninggroup.comDecision-makers
Bailey O. Davis
President, Chief Investment Officer, Partner
Cheryl Holland
President, Chief Investment Officer, Partner
Charles Flowers
President, Chief Investment Officer, Partner
Stephen J. Scott
Investment Advisor
Charles, Flowers
Analyst
Cheryl, Holland
Chief Financial Officer
William R. Jeter
President, Chief Investment Officer, Partner
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