# Poulos Advisors, Inc.

> Poulos Advisors, Inc. is an SEC-registered investment advisory firm in South Burlington, VT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 141905
- Filed as: POULOS ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141905
- AdvisorCensus page: https://advisorcensus.com/firm/poulos-advisors-inc-south-burlington-vt-141905

## Quick answers

**How is Poulos Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Poulos Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Poulos Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $150 to $300 an hour (financial planning services); Hourly rate: $250 to $350 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Poulos Advisors, Inc. located?**
Poulos Advisors, Inc.'s principal office is in South Burlington, VT, according to its Form ADV.

**Is Poulos Advisors, Inc. registered with the SEC or a state?**
Poulos Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 141905.

**How much does Poulos Advisors, Inc. manage?**
Poulos Advisors, Inc. reports $150,420,377 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Poulos Advisors, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Poulos Advisors, Inc.: Regulatory assets under management: $133,318,366 in the October 2025 data and $150,420,377 in the October 2026 data, up 13%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Poulos Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (55); corporations or other businesses not listed above (6).

**Which custodians does Poulos Advisors, Inc. use?**
Poulos Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Poulos Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141905

**Does Poulos Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "We do not impose minimum investment amounts for our services."

**What changed in Poulos Advisors, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $133,318,366 to $150,420,377 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: None

> We do not impose minimum investment amounts for our services.

- Hourly rate: $150 to $300 an hour (financial planning services)

> Fees for financial planning services are billed on a fixed fee basis ranging from $500 to $20,000 or on an hourly basis from $150 to $300 per hour.

- Hourly rate: $250 to $350 an hour

> Poulos Advisors’ hourly fee ranges between $250 and $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $150,420,377
- Discretionary: $150,420,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $17,772,737 |
| High net worth individuals | 55 | $130,411,148 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $2,236,492 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, NV, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [poulosadvisors.com](https://poulosadvisors.com)
- LinkedIn @KYLE-ABRAHAMOVICH-6A644588
- LinkedIn @poulos-advisors
- LinkedIn @beth-a-wilson-cfp®-a6a75326

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $133,318,366 | 3 | May 24, 2025 |
| October 2026 | $150,420,377 | 3 | February 5, 2026 |

Regulatory assets under management: $133,318,366 in the October 2025 data and $150,420,377 in the October 2026 data, up 13%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $133,318,366 to $150,420,377 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poulos Advisors, Inc. (CRD 141905): Form ADV filing data as of October 2026.