PMD ADVISORY

Legal name: PEOPLE MAKE THE DIFFERENCE, INC.

CRD 159443File 801-127839

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$111.6M

Bottom 25% of cohort (national)

Discretionary AUM

$90.7M

Non-discretionary $20.9M

Clients

147

254 accounts

Employees

Bottom 25% of cohort in AL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: May 1, 2023
Principal office: 2032 SHADY CREST DRIVE, HOOVER, AL, 35216
Phone: 205-986-0060
Website: HTTP://PMDADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $111.6M
Discretionary AUM: $90.7M
Non-discretionary AUM: $20.9M
Discretionary accounts: 247
Non-discretionary accounts: 7
Total accounts: 254
AUM per client: $759K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	37	$40.8M
Pension and profit sharing plans	17	$55.9M
Individuals (other than high net worth individuals)	93	$14.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PORTION OF THIRD PARTY MANAGER FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.