Abbington Wells LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,948,679
Clients
13
Advisors
1
of 1 employees
About
Abbington Wells is a small advisory firm that provides portfolio management and comprehensive financial planning to individuals as well as corporate, trust, and institutional clients. Its advisory services explicitly cover investment supervisory services, retirement and college planning, tax and estate planning, and pension consulting.
The firm uses an asset-allocation approach that can combine passively managed index and ETF positions with actively selected securities, and it applies technical, fundamental and mechanical quantitative modeling in portfolio construction and management. It manages discretionary accounts under a limited power of attorney and conducts semi‑annual account reviews, with more frequent adjustments when its quantitative models or market conditions dictate.
Distinctive features include a long‑tenured principal and a compact client base — roughly 13 accounts totaling about $2.9 million in discretionary assets — which results in personalized, model-driven management at a modest scale. The brochure also discloses that certain staff are separately licensed to sell insurance and brokerage products (and may devote up to half their time to those activities), and that the firm does not vote client proxies, leaving voting and class‑action participation to clients.
Client services
Expertise
Fee options
$0 - $499,999: 2.75% $500,000 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.25% $2,000,001+: 2.00%
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 charged when account falls below $36,363.50; $1,000 minimum annual fee applies to clients receiving ongoing asset management services.
Main office
Lucas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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