Hossameldin Abdelkarim
Poise Investment Advisors · Germantown, Maryland
Hossameldin Abdelkarim is a fee-only financial advisor at Poise Investment Advisors in Germantown, Maryland. Hossameldin focuses on retirement planning, estate & legacy planning and tax planning. Poise Investment Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Poise Investment Advisors |
|---|---|
| Based in | Germantown, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.3M across 12 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7459214 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.poiseinvestment.com |
How Hossameldin's firm compares
- Poise Investment Advisors's average account is about $108,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Hossameldin
Is Hossameldin Abdelkarim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hossameldin holds no broker registration, and Poise Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hossameldin charge for financial advice?
Hossameldin's firm, Poise Investment Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Hossameldin Abdelkarim based?
Hossameldin Abdelkarim is based in Germantown, Maryland.
What does Hossameldin specialize in?
Hossameldin's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and sustainable & impact investing.
Is Hossameldin Abdelkarim registered with the SEC?
Yes. Hossameldin Abdelkarim is registered as an investment adviser representative in MD (CRD 7459214), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Poise Investment Advisors manage?
Poise Investment Advisors reports $1.3M across 12 accounts in assets under management.
How do I contact Hossameldin Abdelkarim?
Through Hossameldin's website, www.poiseinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Poise Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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