Wealth Manager
    SEC Registered
    Manages Private Funds

    Poulos Advisors, Inc.

    Registered investment advisor · South Burlington, Vermont · CRD #141905

    Assets Under Management
    $150M
    Client Accounts
    319
    Employees
    3
    CRD Number
    141905
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Poulos Advisors, Inc.

    Poulos Advisors, Inc. is a SEC-registered investment advisory firm headquartered in South Burlington, Vermont, managing approximately $150M in regulatory assets across 319 client accounts. The firm's full regulatory record is filed with the SEC under CRD #141905.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Poulos Advisors, Inc.

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    Frequently Asked Questions

    What is Poulos Advisors, Inc.'s AUM?

    Poulos Advisors, Inc. reports approximately $150M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Poulos Advisors, Inc. headquartered?

    Poulos Advisors, Inc. is headquartered in South Burlington, Vermont.

    What is Poulos Advisors, Inc.'s CRD number?

    Poulos Advisors, Inc.'s CRD number is 141905. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Poulos Advisors, Inc. manage?

    Poulos Advisors, Inc. manages approximately 319 client accounts according to its latest SEC filing.

    Is Poulos Advisors, Inc. SEC registered?

    Yes, Poulos Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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