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Poulos Advisors, Inc.

● SEC registered since 2025CRD 141905SEC# 801-133746South Burlington, VT
Export (members)
Reg. AUM
$133.3M
Employees
3
Accounts
326
Location
South Burlington, VT

Poulos Advisors, Inc. assets under management

Poulos Advisors, Inc. is an investment advisory firm registered with the SEC based in South Burlington, VT. The firm has been registered since 2025. It reports $133.3 million in regulatory assets under management and employs 3 people.

Poulos Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Kyle and Jennifer Abrahamovich Revocable Trust ControlDirect OwnerOver 75%2014
Kyle Tomas Abrahamovich ControlPresident/Chief Compliance OfficerUnder 5%2006
Jennifer Leigh AbrahamovichTrustee2013
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Frequently asked questions

How much does Poulos Advisors, Inc. manage?

Poulos Advisors, Inc. reports $133.3 million in regulatory assets under management on its Form ADV.

How many employees does Poulos Advisors, Inc. have?

Poulos Advisors, Inc. reports 3 employees.

Where is Poulos Advisors, Inc. located?

Poulos Advisors, Inc. is based in South Burlington, VT and has been SEC-registered since 2025.

Does Poulos Advisors, Inc. disclose fund performance?

Poulos Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1233 Shelburne Road, C-4, South Burlington, VT 05403
Phone802-862-7361
Fax802-881-0374
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.3M
Non-discretionary$0
Total (RAUM)$133.3M