← Directory
PDS PLANNING INC
CRD 106895File 801-33041
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.17B
Top 25% of cohort (national)
Discretionary AUM
$2.12B
Non-discretionary $48.8M
Clients
614
3,159 accounts
Employees
19
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 13, 1988
- Principal office
- 475 METRO PLACE S., SUITE 460, DUBLIN, OH, 43017
- Phone
- 614-481-8449
- Website
- HTTPS://WWW.PDSPLANNING.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.17B
- Discretionary AUM
- $2.12B
- Non-discretionary AUM
- $48.8M
- Discretionary accounts
- 3,009
- Non-discretionary accounts
- 150
- Total accounts
- 3,159
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $81.5M |
| High net worth individuals | 421 | $1.98B |
| Individuals (other than high net worth individuals) | 186 | $108.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.