Poise Investment Advisors
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ADV data as of Aug 29, 2026
- Regulatory AUM
- $1.3M
- Discretionary
- $1.3M
- Clients
- 12
- Avg AUM / client
- $108K
- Accounts
- 12
- Employees
- 4
AUM over time
$1.3M
$1.3M
Jul 1, 2026
Aug 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $1.3M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hossameldin Abdelkarim | Registered representative | Jan 2025 (2y) | ||
| Sherif Othman | Registered representative | Jan 2025 (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) | 07/01/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Market timing services
- • Educational seminars/workshops
- • Other services
Custody
Firm reports having 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: Aug 29, 2026.
View current Form ADV (SEC/IAPD) ↗