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ETHOS CAPITAL MANAGEMENT, INC.
CRD 313145 · SEC 801-132170
626 SOUTH STATE STREET, NEWTOWN, PA, 18940, United States
Phone
215-968-1820
Fax
(267) 573-4602
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.4M
Discretionary AUM
$155.4M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $36.6M |
| High net worth individuals | 96 | $118.7M |
States served
NJ, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD