Poulos Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Poulos Advisors reports 121 clients. They include 60 individual clients, 55 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 100.0% ($150M across 319 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 12% |
| High-net-worth individuals | 45% | 87% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Corporations and other businesses | 5% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $17.8M | 11.8% | $296K |
| High-net-worth individuals | 55 | $130M | 86.7% | $2.37M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 6 | $2.24M | 1.5% | $373K |
| Total | 121 | $150M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $17.8M
- AUM share
- 11.8%
- Avg. per client
- $296K
- Clients
- 55
- Regulatory AUM
- $130M
- AUM share
- 86.7%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $2.24M
- AUM share
- 1.5%
- Avg. per client
- $373K
Total
- Clients
- 121
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Poulos Advisors charges 0.85%–1.50% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fees run from $500 to $20,000, or hourly fees from $150 to $300 per hour; the exact fee is quoted and set out in the planning agreement.
- Qualified Plan Consulting Services
- Fees may be flat, hourly ($250 to $350 per hour) or a percentage of plan assets, generally not above 0.50%, and are negotiable.
Kyle and Jennifer Abrahamovich Revocable Trust owns 75% or more of Poulos Advisors. The leadership team of Poulos Advisors includes President Kyle Abrahamovich. It has 3 employees, 2 of them in advisory roles.
Leadership
Kyle AbrahamovichPresident/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Poulos Advisors, Inc.
Kyle and Jennifer Abrahamovich Revocable Trust
Control person · since January 2014
Jennifer Abrahamovich
Trustee · since December 2013
Kyle Abrahamovich
Trustee of Kyle Abrahamovich and Jen Mason Revocable Trust · Control person · since December 2013
Poulos Advisors’ regulatory assets grew from $133M (May 2025) to $150M (February 2026); clients were 121 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $150M | 121 | 3 | 4 |
| May 2025 | $133M | 117 | 3 | 4 |
Besides its headquarters, Poulos Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Vermont.
Vermont · 1 listed address
- 1233 Shelburne Road, C-4, South BurlingtonHQ
Contact and registration details
- Legal name
- Poulos Advisors, Inc.
- Headquarters
- 1233 Shelburne Road, C-4, South Burlington, VT 05403
- Website
- poulosadvisors.com
- Phone
- 802-862-7361
- @poulos-advisors
- SEC file
- 801-133746
- Structure
- Vermont corporation
- Fiscal year end
- December
Poulos Advisors uses Fidelity ($98.1M, 66%) and Charles Schwab ($49.7M, 34%) as custodians for its separately managed accounts. Poulos Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $98.1M66%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $49.7M34%
At year end, Poulos Advisors’ separately managed accounts were mostly in stocks (55%) and funds (42%).
What the accounts hold
- Stocks55%
- Funds42%
- Cash3%
How many clients does Poulos Advisors have?
Poulos Advisors has 121 clients and manages $150 million for them, as of February 2026. They include 60 individual clients, 55 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Poulos Advisors offer?
Poulos Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Poulos Advisors charge?
Poulos Advisors charges 0.85%–1.50% for its Investment management services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A: FIRM BROCHURE WITH FORM ADV PART 2B: BROCHURE SUPPLEMENTS, filed 5 February 2026
Which custodians does Poulos Advisors use?
Poulos Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $98.1M and Charles Schwab & Co., Inc. (Westlake, TX), with $49.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Poulos Advisors have?
Poulos Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Poulos Advisors invest in?
At the end of its last fiscal year, Poulos Advisors’ separately managed accounts held 55% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Poulos Advisors?
Poulos Advisors’ direct owner is Kyle and Jennifer Abrahamovich Revocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Poulos Advisors get paid?
Poulos Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Poulos Advisors?
Poulos Advisors’ main office is at 1233 Shelburne Road, C-4, South Burlington, VT 05403. Its phone number is 802-862-7361. Its website is poulosadvisors.com.