ABS Legacy Partners, LLC
● SEC registered since 2023CRD 325604SEC# 801-127615Hickory, NC
Reg. AUM
$670.8M
Employees
3
Accounts
60
Location
Hickory, NC
About ABS Legacy Partners
ABS Legacy Partners helps individuals, families, trusts, investment partnerships, and charitable entities coordinate financial assets, legacy planning, and philanthropy in one view. The firm provides central monitoring, documented planning, regular financial reviews, and platform tools for performance, communications, and bill pay. It aims to improve collaboration with clients' legal, tax, and investment advisors without replacing them.
Summary based on the firm’s website.
ABS Legacy Partners, LLC assets under management
ABS Legacy Partners, LLC is an SEC-registered investment adviser based in Hickory, NC. The firm has been registered since 2023. It reports $670.8 million in regulatory assets under management and employs 3 people.
ABS Legacy Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela B. Simmons Control | Owner, Manager, Managing Member, Chief Investment Officer, & Chief Compliance Officer | 50-75% | 2023 |
| Noah K Hannon Control | Chief Operating Officer And Member | 25-50% | 2026 |
Frequently asked questions
How much does ABS Legacy Partners, LLC manage?
ABS Legacy Partners, LLC reports $670.8 million in regulatory assets under management on its Form ADV.
How many employees does ABS Legacy Partners, LLC have?
ABS Legacy Partners, LLC reports 3 employees.
Where is ABS Legacy Partners, LLC located?
ABS Legacy Partners, LLC is based in Hickory, NC and has been SEC-registered since 2023.
Does ABS Legacy Partners, LLC disclose fund performance?
ABS Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3048 North Center Street, Hickory, NC 28601 |
| Phone | 828-325-0655 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$670.8M▲ 9%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$670.8Mregulatory AUM
Discretionary $670.8M