Abraham & Co., Inc.
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 355
- Avg AUM / client
- $330K
- Accounts
- 850
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $82.0M | 70.1% |
| High net worth individuals | 35 | $35.0M | 29.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kye Aubrey Abraham | Registered representative | Jun 2019 (7y) | ||
| Kyle David Appelbaum | Registered representative | Jul 2021 (5y) | ||
| Matthew Philip Sherman | Registered representative | Oct 2021 (5y) | ||
| Andrew James Amoroso | Registered representative | Mar 2022 (4y) | ||
| Chelsea Pittman | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Other fees
- • CONSULTING FEES (NON CLIENTS)
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗