Ethos Investment Advisory Group LLC

Overview

Ethos Investment Advisory Group LLC is a recently formed limited liability company that registered with the SEC in 2026 and operates as an individually owned advisory business. The firm positions itself as a capital allocator and provides traditional advisory services focused on financial planning and portfolio management for individuals and small businesses. A second piece of its service mix is the selection of other advisers, which suggests Ethos intends to outsource or curate third‑party managers as part of client solutions rather than rely solely on in‑house strategies. Ethos charges fees as a percentage of assets under management and does not identify itself as an active ESG investor. It is not organized as a multi‑state adviser, does not advertise pension consulting capabilities, and is not listed as a related adviser to another entity. The adviser is classified as “unclassified” in the snapshot data, consistent with a new firm still defining its market positioning and product set.

Assets & Accounts

Location & Offices