Abraham & Co, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 299085
- Registered since
- January 26, 2026
- Website
- www.abrahamco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals70.09%
- HNWI29.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Abraham & Co, Inc. is a corporate RIA that serves individual and family clients with fee-based portfolio management and insurance-brokerage services. The firm reports using a percentage-of-AUM fee model alongside other fee arrangements. Its advisory scope emphasizes portfolio management for individuals and small businesses; it does not identify as an active ESG investor or a capital allocator. The firm is organized under individual ownership and is registered with the SEC as of 2026. It also maintains an affiliation with a broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
- Other1%
Contacts
3 of 5
Kye Abraham
President & FounderCRD 872944
Chelsea Pittman
Investment Advisor RepresentativeCRD 7999476

Kyle Appelbaum
Wealth Management AdvisorCRD 6773430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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