SOUTH BURLINGTON, VTCRD 141905Latest ADV February 5, 2026
Poulos Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in South Burlington, VT. Its latest Form ADV filing, dated February 5, 2026, reports $150M in regulatory assets under management, 3 employees, 3 offices, and 319 accounts.
Assets Under Management
$150M
Employees
3
Offices
3 offices
Total Clients
121
Primary office
SOUTH BURLINGTON, VT
1233 SHELBURNE ROAD, C-4, SOUTH BURLINGTON, VT, United States
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
60
2
HNWI
45.5%
55
3
Corporations
5.0%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of February 5, 2026
Discretionary100.0%
$150M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150M
Total Accounts319
10Y AUM Change+$17M (+12.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.