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ETHOS FINANCIAL GROUP, LLC
CRD 321748File 801-125779
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $230.8M
Clients
1,808
4,747 accounts
Employees
44
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 2, 2022
- Principal office
- 2200 RENAISSANCE BLVD, SUITE 340, KING OF PRUSSIA, PA, 19406
- Phone
- 610-822-5246
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $230.8M
- Discretionary accounts
- 4,743
- Non-discretionary accounts
- 4
- Total accounts
- 4,747
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 86 | $426.2M |
| Charitable organizations | 12 | $35.3M |
| Other investment advisers | Fewer than 5 | $26.3M |
| High net worth individuals | 382 | $1.30B |
| Individuals (other than high net worth individuals) | 1,327 | $359.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 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.