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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2024
- Office Locations
- 1
Office Locations
About Ethos Strategic Investments
Ethos Strategic Investments is an independent, woman-owned boutique RIA serving individuals, families, and entrepreneurs in the Virginia Beach-area. The firm delivers comprehensive wealth management spanning financial, retirement, and legacy planning alongside investment management, active asset allocation, and macro-environmental modeling, with an emphasis on capital preservation, diversification, and tax/fee efficiency. Portfolios may use ETFs and mutual funds and are custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CRISTIN AILEEN MCGINNIS
Chief Compliance Officer, Chief Executive Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6622885
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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