Bailey Osborne Davis
Investment adviser representative at Abacus Planning Group, Inc.
11 yearsExperience
2 statesRegistered in
$2.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Abacus Planning Group, Inc.Jun 2015 to now
- University of South Carolina - ColumbiaAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Abacus Planning Group, Inc.
$2.2BAssets managed
328Clients
15Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7537757
- Firm CRD
- 107994