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ABRAHAM & CO., INC.
CRD 299085File 801-135095
APPROVED
Retail clients
Disclosure events
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$117.0M
Bottom 25% of cohort (national)
Discretionary AUM
$116.8M
Non-discretionary $150K
Clients
355
850 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 26, 2026
- Principal office
- Not reported
- Phone
- (253) 851-7486
- Website
- https://www.abrahamco.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.0M
- Discretionary AUM
- $116.8M
- Non-discretionary AUM
- $150K
- Discretionary accounts
- 841
- Non-discretionary accounts
- 9
- Total accounts
- 850
- AUM per client
- $330K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $35.0M |
| Individuals (other than high net worth individuals) | 320 | $82.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CONSULTING FEES (NON CLIENTS)
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.