POULOS ADVISORS, INC.

Overview

Poulos Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational workshops. Poulos Advisors is SEC-registered (2025) and uses a mix of fee models—percentage of AUM, hourly charges and fixed fees—depending on client engagement. Investment activity shows a clear equity preference, driven largely through exchange-traded equities, while the firm also allocates to a range of alternative strategies and third-party managers. Poulos Advisors functions as a selector of outside managers, and that role underpins its use of hedge funds, private credit, real estate and commodity vehicles to complement core equity exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices