POCHOP FINANCIAL MANAGEMENT, INC.

POCHOP FINANCIAL MANAGEMENT, INC. of SOUTH BURLINGTON, VT is an SEC-registered investment adviser (CRD 141397). Regulatory assets under management: $37.1M.

Registration

• CRD: 141397
• Type: Registered investment adviser
• Location: 1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT, 05403
• Phone: 802-865-4900
• Latest filing: 2026-01-29
• Regulatory AUM: $37.1M
• Discretionary AUM: $37.1M
• Clients: 1
• Accounts: 170

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search