Abel Financial Management Co
Firm details
- Headquarters
- ,
- CRD number
- 121558
- Registered since
- March 5, 2025
- Website
- www.abel-financial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.41%
- Individuals29.49%
- Corporations / Businesses1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Abel Financial Management Co. is an independent registered investment adviser that began SEC registration in 2025 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills clients through a mix of asset‑based fees and fixed fees and describes itself as a capital allocator rather than a pure discretionary manager. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities13%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
2 of 2Rita Abel
Senior Financial PlannerCRD 2436101
Steven Stern
PresidentCRD 5901946
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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