Abraham & Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abraham & Co., Inc. provides discretionary private asset management and related advisory services primarily to individual and high‑net‑worth clients, and it occasionally offers business consulting to affiliates. The firm also sponsors a wrap‑fee program and conducts brokerage activities for non‑advisory clients through a wholly owned broker‑dealer subsidiary while advisory accounts are held at independent custodians.
Investment decisions are based on client‑specific Investment Profiles that document objectives, time horizon, and risk tolerance, and the firm applies a mix of charting, fundamental, technical and cyclical analysis to build fixed‑income, income‑oriented, balanced and growth strategies. Portfolios may include mutual funds, ETFs, options and limited speculative or small‑cap holdings subject to written disclosures and limits, and accounts are reviewed at least annually; wrap and non‑wrap accounts are managed under the same investment process.
Noteworthy features that differentiate the firm from many peers include its affiliation with an in‑house broker‑dealer, its role as a wrap‑fee program sponsor, and that several advisers are licensed to recommend fixed and fixed‑index annuities and other insurance products that generate commission compensation; the firm discloses these potential conflicts and describes procedures to address them. The brochure also discloses a historical regulatory matter from 1987–88 that was settled with a $1,000 fine and notes material outside business interests held by the firm’s principal, which the firm states it will not recommend to advisory clients.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - $3 million: 0.90% Over $3 million+: Negotiated Rate (must be approved by Firm Principal in advance)
$250 - $500 per hour depending on complexity for consulting services (not related to portfolio management)
Account minimum: $50,000 Minimum fee: $250 per account minimum fee if account terminates within 12 months
Main office
See officeGig Harbor WA
Advisors at this office
3
Offices (3)
Most active in
Arizona · California · Florida · Idaho · Illinois · Indiana · Missouri · Nevada · Oregon · Tennessee · Texas · Utah · Washington
Also doing business as
Abraham & Co., Inc. · Clearpath Financial & Insurance Solutions LLC · Clearpath Financial LLC/Matthew Sherman · Connolly Wealth Management · Everett Wealth Solutions, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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