# Pochop Financial Management

Pochop Financial Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141397
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-29T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141397

## About

POCHOP FINANCIAL MANAGEMENT, INC. is a state-registered investment adviser in SOUTH BURLINGTON, VT. The firm manages approximately $37 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who makes investment decisions at Pochop Financial Management?

The firm's namesake principal, registered as the primary investment adviser representative, holds sole investment discretion. This is inferred from the firm's structure as a sole proprietorship or small corporation with no advisory affiliates listed on its Form ADV. In a practice of this size, there is no investment committee or separate research function.

### Does Pochop Financial Management manage institutional capital or pooled vehicles?

No. Public regulatory filings indicate the firm does not sponsor private funds, hedge funds, venture capital vehicles, or any pooled investment structures. Its client base consists exclusively of individuals and possibly small businesses, with no institutional separate accounts.

### How is the firm structured for succession?

There is no disclosed succession plan. As a sole-proprietor RIA, the practice's continuity depends entirely on the principal. Typical exit paths for firms of this profile include a sale to another local adviser, a lift-out by a regional aggregator, or the gradual runoff of the client book — each carrying distinct continuity risks for existing clients.

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Last updated: 2026-06-03T20:00:00.000Z

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