Overview
Assets Under Management: $155 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 96
Average Client Assets: $1.2 million
Frequently Asked Questions
ETHOS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313145), ETHOS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ETHOS CAPITAL MANAGEMENT, INC. is headquartered in NEWTOWN, PA.
ETHOS CAPITAL MANAGEMENT, INC. serves 96 high-net-worth clients according to their SEC filing dated April 16, 2026. View client details ↓
According to their SEC Form ADV, ETHOS CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ETHOS CAPITAL MANAGEMENT, INC. manages $155 million in client assets according to their SEC filing dated April 16, 2026.
According to their SEC Form ADV, ETHOS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.42%
Average Client Assets: $1.2 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 313145
Filing ID: 2092289
Last Filing Date: 2026-04-16 11:39:43