Poulos Advisors, Inc.
● SEC registered since 2025CRD 141905SEC# 801-133746South Burlington, VT
Reg. AUM
$150.4M
Employees
3
Accounts
319
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 $150.4 million in regulatory assets under management and employs 3 people.
Poulos Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle and Jennifer Abrahamovich Revocable Trust Control | Direct Owner | Over 75% | 2014 |
| Kyle Tomas Abrahamovich Control | President/Chief Compliance Officer | Under 5% | 2006 |
| Jennifer Leigh Abrahamovich | Trustee | — | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Poulos Advisors, Inc. manage?
Poulos Advisors, Inc. reports $150.4 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
| Address | 1233 Shelburne Road, C-4, South Burlington, VT 05403 |
| Phone | 802-862-7361 |
| Fax | 802-881-0374 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.4M▲ 13%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$150.4Mregulatory AUM
Discretionary $150.4M