ETHOS CAPITAL GROUP, LLC

Overview

Ethos Capital Group, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges a blend of percentage-of-AUM fees and hourly consulting fees and lists advisory capabilities that include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services. Ethos favors liquid, exchange-traded instruments for core exposures and implements client strategies primarily on a discretionary basis through separately managed accounts held at a major custodian. The adviser is not positioned as an ESG-focused investor and does not operate as a multi-state capital allocator. Its operating style points to a practical, equity-oriented approach: equities are the dominant allocation, augmented by mutual fund exposure and targeted allocations to real estate strategies managed by third-party alternative managers.

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Location & Offices