Abel Financial Management Co.
● SEC registered since 2025CRD 121558SEC# 801-132094
Reg. AUM
$116.8M
Employees
2
Accounts
283
Location
—
Abel Financial Management Co. assets under management
Abel Financial Management Co. operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $116.8 million in regulatory assets under management and employs 2 people.
Abel Financial Management Co. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Hillard Stern Control | President And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Abel Financial Management Co. manage?
Abel Financial Management Co. reports $116.8 million in regulatory assets under management on its Form ADV.
How many employees does Abel Financial Management Co. have?
Abel Financial Management Co. reports 2 employees.
Does Abel Financial Management Co. disclose fund performance?
Abel Financial Management Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 443-812-5459 |
| Fax | 410-505-1150 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.8M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116.8Mregulatory AUM
Discretionary $110.4MNon-discretionary $6.5M