Abraham & Co, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$138K
Accounts
850
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
299085
Registered since
January 26, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • Individuals70.09%
  • HNWI29.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 10%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 1%, Other 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds1%
  • Other1%

Contacts

3 of 5
  • Kye Abraham

    Kye Abraham

    President & FounderCRD 872944

  • Chelsea Pittman

    Investment Advisor RepresentativeCRD 7999476

  • Kyle Appelbaum

    Kyle Appelbaum

    Wealth Management AdvisorCRD 6773430

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth