Abacus Global Management, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in Orlando, FL. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $235 million and a profit of $36 million (its filed statements).
Asset management businessInvestment AdviceOrlando, FLfilings since 20208 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.8 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.2 out of ten, present 3.5 out of ten, future 6.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 0.7 out of ten. 24 warning events since 2020; the latest 2026-03-18. 7th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.8 out of ten. +73.9% a year over 4 filed years; profitable in 3 of 4. 78th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 4.8 out of ten. Share count grew 25.4% a year. 100% of cash flow returned. Insiders: 20 sales, 0 purchases. 48th percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 3.8 out of ten. ROE 9%: 9¢ of profit per shareholder dollar. Leverage 54%: owes 54¢ per asset dollar. 38th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 5.6 out of ten. top 44% of 42 in its family; net margin 15.5%. 56th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 0.4 out of ten. CrossAssetData estimate 0.4/10, confidence 35 of 100 (one part). 4th percentile among 42 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 3.5 out of ten. bottom 35% of 41 in its family for room to expand. 35th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 7.9 out of ten. top 21% of 41 in its family for growth drivers. 79th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.7 out of ten. top 33% of 40 in its family for expectations against reality. 67th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-13 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-09-23. Filings on record since 2020. Read from EDGAR 2026-10-12.
Who runs it
Jackson, Jay J (Chief Executive Officer); Ganovsky, Matthew (Co-Founder and President); Kirby, Kevin Scott (Co-Founder and President); Mcnealy, Sean (Co-Founder and President); Butcher, Samantha (President of Life Solutions); Mccauley, William Hugh Jr (COO and CFO); Plesco, Elena (Chief Investment Officer); Gusky, Adam Samuel (Chief Investment Officer); Solomon, Alexei (CAO and Treasurer); Corbett, Thomas Wingett Jr (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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