RIA Intel›Advisers›Ohio›ETHOS FINANCIAL PLANNING LLC

ETHOS FINANCIAL PLANNING LLC

Advisory

Data as of Feb 14, 2026 · Source: SEC Form ADV

Average account

$380K

across 20 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 14, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

COGNITION FINANCIAL LLC

$8M

3CM CAPITAL MANAGEMENT, LLC

$8M

FINANCIAL MANAGEMENT CONSULTANTS, INC.

COLUMBUS, OH

$8M

MORGAN BURTON DAVIS

HUDSON, OH

$8M

-13.7% 1Y

PHASE LINE FINANCIAL LLC

$7M

PRIORITY INVESTMENT MANAGEMENT LLC

$7M

Get the full picture on ETHOS FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ETHOS FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans