Ethos Capital Management, Inc.

Overview

Ethos Capital Management, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2025. The firm positions itself as a wealth manager for individuals and families and acts as a capital allocator, combining discretionary portfolio management with financial planning and selection of third‑party advisers. Its client services mix includes portfolio management for individuals and small businesses, financial planning, and educational seminars and workshops. Fee arrangements include a percentage of assets under management alongside the option for hourly billing. The firm reports an affiliation with an insurance company and is not identified as an active ESG investor. Ethos’s business model emphasizes outsourced manager selection for certain strategies rather than building all strategies in‑house.

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Location & Offices