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⚲
|
| Keyboard |
| Abel Financial Management Co
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|---|---|
| CRD # | 121558 |
| SEC # | 801-132094 |
| CIK # | |
| AUM | 116.8 M (2026-01-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 443-812-5459 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 34.5 |
| (b) Individuals (high net worth individuals) | 42 | 81.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 116.8 |
| By Discretionary | ||
| Discretionary | 280 | 110.4 |
| Non-Discretionary | 3 | 6.5 |
| Total | 283 | 116.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 113.2 | |
| Total | 283 | 116.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 16 (3 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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NIM Wealth Solutions Inc
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|
Delphi Management Inc
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|
Alsworth Capital Management LLC
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NY | 116.7 M |
|
Tidwell Wealth Management LLC
✚
|
CA | 116.7 M |
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |