Steven Abernathy
The Abernathy Group II Family Office · New York, New York
Steven Abernathy is a fee-only financial advisor at The Abernathy Group II Family Office in New York, New York. Steven focuses on family wealth transfer and estate & legacy planning. The Abernathy Group II Family Office reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
Request an introduction to Steven →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | The Abernathy Group II Family Office |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $80.2M across 94 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 1276378 |
| Exams passed | Series 63 (1984) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.abernathygroupfamilyoffice.com |
| Profile |
How Steven's firm compares
- The Abernathy Group II Family Office's average account is about $853,000, from its Form ADV (assets managed divided by 94 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Abernathy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Abernathy Group II Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, The Abernathy Group II Family Office, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Steven Abernathy based?
Steven Abernathy is based in New York, New York.
What does Steven specialize in?
Steven's specialties include family wealth transfer and estate & legacy planning. Steven works with multi-generational families and ultra high net worth.
Is Steven Abernathy registered with the SEC?
Yes. Steven Abernathy is registered as an investment adviser representative in NY and TX (CRD 1276378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does The Abernathy Group II Family Office manage?
The Abernathy Group II Family Office reports $80.2M across 94 accounts in assets under management.
How do I contact Steven Abernathy?
Through Steven's website, www.abernathygroupfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Abernathy Group II Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.