E
$7.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta signalNorth unison +more
- Established Date
- 10-29-2024
- Office Locations
- 1
Office Locations
-- Cleveland OH
About Ethos Financial Planning
Ethos Financial Planning is a Cleveland-based RIA. The firm has been operating for 1 years. Managing $7.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Equity Compensation.
Team overview
34 AVG AGE
$7.6M AVG AUM / ADVISOR
$506.7K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Unlock to compare peer behavior around pioneer matrix.
See the complete signal summary connected to alpha.
Full visibility includes strategy notes for eagle beacon.
Unlock to compare peer behavior around vital signal.
Request access to benchmark trends tied to ember.
Upgrade to reveal position-level detail across alpha vector.
Full visibility includes strategy notes for focus harbor insight.
Open the full profile to inspect shifts in frontier zenith.
Asset Classes
Focus timber Fusion summit Catalyst harbor Radial
Client Personas
Timber Atlas Legacy
Custodian
Eagle Atlas Element Vital Prime Delta
Investment Themes
Pathway Quantum Unison Timber ember Ridge value Vertex unison Meridian
Investment Vehicles
Foundation Wave ember
Services
Prime Capital Oak North Oak vector Delta Harbor Catalyst Radial Radial
Technology
Harbor Vertex Zenith Foundation
Owner & Executives
Thomas Windom
Chief Compliance Officer, FOUNDER
- CRD
- #6771230
- Ownership
- 75% or more
(388) 619-9626
beacon.matrix@northcapital.com
in linkedin.com/in/matrix-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,600,000 | -- |
| Total | $7,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,600,000
Public Funds:
62.5% Corporate - Investment Grade:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,847,833,289 | 62.5% |
| Corporate - Investment Grade | $2,908,699,974 | 37.5% |
| Total | $7,756,533,263 | 100.0% |