$2.2B Total AUM
$2.1B Disc. AUM
-- 3Y CAGR
19 Employees
614 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 10-13-1988
- Office Locations
- 2
Office Locations
1621 West First Avenue Columbus OH
475 Metro Place S. Suite 460 Dublin OH
About PDS Planning INC
PDS Planning INC is a Dublin-based RIA with 2 offices. The firm has been operating for 37 years. Managing $2.2B in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
53 AVG AGE
$180.6M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
9.8 yrs AVG TENURE
19 Employees
12 Advisory Reps
9 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Prime Vertex Unison delta Focus Foundation eagle Foundation north
Client Personas
Vertex Quantum peak
Custodian
Atlas Value North Horizon pioneer Frontier
Investment Themes
Ember value Vector fusion Zenith pathway Bridge frontier
Investment Vehicles
Prime pathway Glacier
Platform
Pioneer Beacon
Services
Ember Meridian Eagle Harbor quantum Foundation Atlas value Radial vertex Oak Frontier atlas Bridge alpha Fusion
Technology
Unison prime
Owner & Executives
KURT M BROWN
Chief Compliance Officer, Chief Investment Officer, Secretary Treasurer
- CRD
- #6034962
- Ownership
- 25% but less than 50%
(966) 344-3421
matrix.vital@insightcapital.com
in linkedin.com/in/unison-signal
JAMIE PAUL MENGES
Financial Advisor, General Partner, President
- CRD
- #4249232
- Ownership
- 25% but less than 50%
(839) 648-6765
oak.focus@valuecapital.com
in linkedin.com/in/foundation-oak
D
Delta matrix
Peak eagle alpha
- CRD
- #41611
- Ownership
- 19.6%
(358) 263-6086
radial.foundation@horizoncapital.com
in linkedin.com/in/capital-beacon
Showing 2 of 4 owners & executives
Unlock allContacts
KEVIN MICHAEL DOLL
Investment Advisor
- CRD
- #4809877
(974) 633-3499
unison.vital@foundationcapital.com
in linkedin.com/in/legacy-crest
KYLE EDWARD EUTON
Investment Advisor
- CRD
- #6421973
(917) 378-8888
horizon.glacier@pioneercapital.com
in linkedin.com/in/harbor-capital
H
Harbor pioneer
Horizon element pathway
- CRD
- #93720
(740) 371-4881
delta.beacon@valuecapital.com
in linkedin.com/in/radial-alpha
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,118,510,401 | $704,058 |
| Non-Discretionary | $48,783,321 | $325,222 |
| Total | $2,167,293,722 | $686,070 |
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Separately Managed Accounts
Total SMA Asset: $2,167,293,722
Public Funds:
5.7% Equity - Exchange:
31.4% Cash:
8.6% Municipal Bonds:
6.5% Corporate - Investment Grade:
16.5% U.S. Government/Agency:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $31,531,161 | 5.7% |
| Equity - Exchange | $173,697,976 | 31.4% |
| Cash | $47,573,331 | 8.6% |
| Municipal Bonds | $35,956,587 | 6.5% |
| Corporate - Investment Grade | $91,274,414 | 16.5% |
| U.S. Government/Agency | $173,144,799 | 31.3% |
| Total | $553,178,268 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE VERTEX EAGLE | PIONEER FOCUS | YILDWFXI5 | JDHYM | 0.75% | $97,326,521 |
| RADIAL TIMBER OPTIMA | WAVE RIDGE | 4XOWLZKSL | SBW | 7.44% | $111,698,569 |
| BEACON BRIDGE | HORIZON ZENITH | IDP0DY5GX | TNQ | 4.04% | $24,419,528 |
| LEGACY ELEMENT DELTA | FOUNDATION FUSION | SNSKJ37E8 | OCB | 1.52% | $87,375,072 |
| FUSION ELEMENT BEACON | EMBER CREST | RCR7CRLD2 | PALKQ | 2.07% | $12,580,964 |
| EAGLE PRIME | OAK SUMMIT | D7OI7SRC1 | RWKB | 0.79% | $47,195,877 |
| INSIGHT ZENITH | VITAL VERTEX | 3P9BEJGGM | YYE | 9.29% | $82,788,811 |
| QUANTUM QUANTUM | INSIGHT TIMBER | 5BNQ196FD | EQON | 3.88% | $92,174,245 |