Compliance-ready
SMA structure, audit-ready reporting, and clear, documented disclosures.
Crypto RIA solutions that give your firm a compliant, custodied way to offer crypto, with the reporting, governance and support your firm expects.
The client conversation your clients want — without the operational risk.
SMA structure, audit-ready reporting, and clear, documented disclosures.
Reporting and workflows that slot into how you already run the firm.
You own the client relationship. Custody is at a third-party custodian; ACM advises on and facilitates strategies; execution is effected through applicable trading venues, counterparties, and service providers.
Assets held in each client’s name, segregated and off our balance sheet.
Capital is entrusted to people, not to a platform. Abra's leadership and board bring together blockchain engineering, wealth management, compliance and quantitative strategy, with operators, investors and engineers who have been building in digital assets since before the category had a name.

Crypto for financial advisors starts with documentation. The fiduciary standard does not change because the asset class is new. An adviser's fiduciary duty includes a duty of care and a duty of loyalty, which in practice means documenting why a crypto RIA allocation fits the client, at what size and with what risk disclosures. Your compliance officer or counsel should confirm what your firm needs.
A digital asset RIA's Form ADV brochure should describe digital asset strategies, the custody arrangement and the associated risks.
The investment policy statement or client agreement should reflect the new allocation.
Suitability files should record the client's objectives, liquidity needs and tolerance for the drawdowns digital assets have shown.

Testimonials and endorsements. Whether each person is a client, and whether any compensation or other material conflict of interest exists, is disclosed with each statement. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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