Abraham & Co. provides portfolio management for individuals and small businesses.
Abraham & Co. reports 355 clients. They include 320 individual clients and 35 high-net-worth individuals. Of its assets, 99.9% ($117M across 841 accounts) are managed with discretion; $150K across 9 accounts are not. A wrap fee program the firm both sponsors and manages holds $117M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 70% |
| High-net-worth individuals | 10% | 30% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 320 | $82M | 70.1% | $256K |
| High-net-worth individuals | 35 | $35M | 29.9% | $1M |
| Total | 355 | $117M | 100% | $330K |
- Clients
- 320
- Regulatory AUM
- $82M
- AUM share
- 70.1%
- Avg. per client
- $256K
- Clients
- 35
- Regulatory AUM
- $35M
- AUM share
- 29.9%
- Avg. per client
- $1M
Total
- Clients
- 355
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $330K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Abraham & Co. is paid through a percentage of assets under management and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Kye Abraham owns 75% or more of Abraham & Co.. The leadership team of Abraham & Co. includes President Kye Abraham and Chief Investment Officer Kyle Appelbaum. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 5 insurance agents
- Owns 75% or more of Abraham & Co., Inc.
Kye Abraham
Control person · since June 1983
Besides its headquarters, Abraham & Co. has 3 offices, with 4 listed addresses across 2 states.
Washington · 2 listed addresses
- 16108 Ash Way, Suite 201, Lynnwood
- Tapio Professional Center, Spokane
California · 1 listed address
- 4740 Green River RD, Ste 108, Corona
Choose a state to see its listed addresses.
Other business names
Abraham & Co. has reported 1 other business name to the SEC.
- Clearpath Financial & Insurance Solutions LLC
Contact and registration details
- Legal name
- Abraham & Co., Inc.
- Headquarters
- Not reported
- Website
- abrahamco.com
- Phone
- 253-851-7486
- SEC file
- 801-135095
- Structure
- Washington corporation
- Fiscal year end
- December
Abraham & Co.’s named custodian for separately managed accounts is Charles Schwab ($0). Abraham & Co. does not have custody of client assets.
The filed values do not form a complete breakdown. Values are shown as filed.
- Charles Schwab · Charles Schwab & Co., Inc. · Irving, TX · $0
- 0%
At year end, Abraham & Co.’s separately managed accounts were mostly in funds (84%) and cash (10%).
What the accounts hold
- Stocks4%
- Funds84%
- Bonds1%
- Cash10%
- Other1%
- Reit1%
How many clients does Abraham & Co. have?
Abraham & Co. has 355 clients and manages $117 million for them, as of February 2026. They include 320 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Abraham & Co. offer?
Abraham & Co. provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Abraham & Co. use?
The filing also lists Charles Schwab & Co., Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Abraham & Co. have?
Abraham & Co. has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abraham & Co. invest in?
At the end of its last fiscal year, Abraham & Co.’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 4% exchange-traded equities, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Reit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abraham & Co.?
Abraham & Co.’s direct owner is Kye Abraham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Abraham & Co. get paid?
Abraham & Co. is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abraham & Co.?
Its phone number is 253-851-7486. Its website is abrahamco.com.
