Gig Harbor, WA Office
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Abraham & Co., Inc.
Team
Firm-wide stats for Abraham & Co., Inc.
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.
Based on Abraham & Co., Inc.
Expertise
Based on Abraham & Co., Inc.
Location
Gig Harbor WA
Advisors at this office
3
Advisors at this office
Matthew S
Series 65
Gig Harbor, WA
Abraham & Co., Inc.
Matthew Sherman is a financial advisor at Abraham & Co., Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at World Financial Group. Outside of his advisory role, he serves as president and manager of operations for ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients, employing a mix of charting, fundamental, technical, and cyclical analysis to develop tailored investment strategies.
Kye A
Series 63, Series 65
Gig Harbor, WA
Abraham & Co., Inc.
Kye Abraham is a financial advisor with Abraham & Co., Inc. in Gig Harbor, WA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has served as President and Chairman of LKA Gold Incorporated, a publicly traded gold mining and exploration company, since 1988. Abraham has also been involved with Abraham Securities Corporation and Caldera Partners Limited Partnership since the early 1980s. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, while sponsoring a wrap-fee program and operating an affiliated broker-dealer.
Kyle A
Series 63, Series 66
Gig Harbor, WA
Abraham & Co., Inc.
Kyle Appelbaum is an Investment Adviser Representative and Chief Investment Officer at Abraham & Co., Inc. with eight years of industry experience. He has worked at Abraham & Co. since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. In addition to his advisory role, he supervises the estate planning process for the firm’s clients and assists with market research and administrative tasks. Abraham & Co., Inc. provides discretionary private asset management and advisory services primarily to individual and high-net-worth clients. The firm uses client-specific investment profiles and a combination of charting, fundamental, technical, and cyclical analysis to construct diversified portfolios, and it is notable for its affiliation with an in-house broker-dealer and sponsorship of a wrap-fee program.
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