Abbott Capital Management Corp.
Firm details
- Headquarters
- ,
- CRD number
- 134334
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.64%
- HNWI41.52%
- Pension & Profit Sharing Plans2.85%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Abbott Capital Management Corp. is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, suggesting it serves clients who need ongoing investment oversight as well as ad hoc planning or consulting. Its asset mix shows a clear tilt toward publicly traded equities, and the firm maintains discretionary authority over the bulk of client assets, signaling an emphasis on delegated portfolio implementation rather than purely advisory or plan-only relationships. Abbott Capital does not position itself as an ESG investor and is not structured as a multi-state or institutional consultant; its client base is primarily individual and family relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents14%
Contacts
1 of 1Robert Abbott
PresidentCRD 2974513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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