Sherif Othman
Poise Investment Advisors · Germantown, Maryland
Sherif Othman is a fee-only financial advisor at Poise Investment Advisors in Germantown, Maryland. Sherif 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 7459174 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.poiseinvestment.com |
| Profile |
How Sherif'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 Sherif
Is Sherif Othman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sherif 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 Sherif charge for financial advice?
Sherif'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 Sherif Othman based?
Sherif Othman is based in Germantown, Maryland.
What does Sherif specialize in?
Sherif's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and sustainable & impact investing.
Is Sherif Othman registered with the SEC?
Yes. Sherif Othman is registered as an investment adviser representative in MD (CRD 7459174), 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 Sherif Othman?
Through Sherif'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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