Abraham & Co., Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 25, 2026, reports $117M in regulatory assets under management, 5 employees, 3 offices, and 850 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
320
2
HNWI
9.9%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of February 25, 2026
Discretionary99.9%
$117M
100% of total RAUM99.9%
Non-discretionary0.1%
$150K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts850
10Y AUM Change+$6M (+5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee71:1
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.