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ETHOS FINANCIAL GROUP, LLC
CRD 321748 · SEC 801-125779
2200 RENAISSANCE BLVD, SUITE 340, KING OF PRUSSIA, PA, 19406, United States
Phone
610-822-5246
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.14B
Discretionary AUM
$1.91B
Team
38 total employees; 27 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1327 | $359.0M |
| High net worth individuals | 382 | $1.30B |
| Charitable organizations | 12 | $35.3M |
| Other investment advisers | 1 | $26.3M |
| Corporations/business entities | 86 | $426.2M |
States served
AL, AZ, CA, CO, GA, IL, LA, MD, MI, MS, NE, NJ, NM, NY, NC, PA, SC, TN, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.ETHOSFG.COM
- HTTPS://WWW.PETERSWEALTH.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ALPHA-WHISKEY/
- HTTPS://WWW.ALPHA-WHISKEY.COM/
- HTTPS://MICHAELMALONEINVESTMENTS.COM/
- HTTPS://VERITYWA.COM
- HTTPS://FRONTSTREETFIN.COM
- HTTPS://WWW.FACEBOOK.COM/FRONTSTREETFIN
- HTTPS://CHAPWOODINVESTMENTS.COM/
- https://www.youtube.com/@MakingSensewithEdButowsky
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FRONT-STREET-FINANCIAL/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ETHOS-FINANCIAL-GROUP-LLC/MYCOMPANY/
- HTTPS://COHESION.PARTNERS.COM
- https://www.facebook.com/chapwood/
- https://www.edbutowsky.com/
- https://www.linkedin.com/company/chapwood-capital-investment-management
Official SEC filing: View on IAPD