Abraham & Co, Inc.

Overview

Abraham & Co, Inc. is a corporation operating as a non-independent retail RIA that serves individual and family clients with portfolio management for individuals and small businesses. The firm is SEC-registered (2026) and owner-controlled at an individual level. Its business mix includes insurance brokerage alongside advisory services, and it has a broker-dealer affiliation. Fee arrangements include a percentage-of-AUM model plus other fee structures. The firm reports it is not an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices