Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
ABRAHAM & CO., INC.
Economics
Client mix
| Individuals Other | 320 |
| Individuals High Net Worth | 35 |
Operations
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMOther Compensation
Filings
Latest ADV filing
02/25/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
ABRAHAM, KYE, AUBREY
Control Persons
ABRAHAM, KYE, AUBREY
Appelbaum, Kyle, David
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.114
Wayback Last Material Change
2026-03-07T00:39:51.000Z
Wayback Snapshot Count
121
Wayback Snapshots Last 12mo
7
Wayback First Snapshot
2004-06-16T01:57:36.000Z
Wayback Last Snapshot
2026-03-07T00:39:51.000Z
Rdap Domain Creation Date
2012-09-17T18:37:11Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Domain Expiration Date
2026-09-17T18:37:11Z
Rdap Domain Last Changed
2025-09-18T16:47:01Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
92.3
Wayback Closest Snapshot Ts
2026-03-07T00:39:51.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260307003951/https://www.abrahamco.com/
Wayback Distinct Digest Count
87
