PDS Planning Inc
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 106895
- Registered since
- October 13, 1988
- Website
- www.pdsplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI91.22%
- Individuals5.02%
- Charitable Organizations3.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
PDS Planning Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1988. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, and it charges fixed fees for its services. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party managers, and educational seminars and workshops. PDS Planning identifies as an active ESG investor and allocates to outside managers for specialty exposures. The firm was named among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities32%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$1.1B in ETFs
84%
$948M
10%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $126M | 1,790,910 | 11.16% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 475 Metro Pl S
- Time zone
- ET (UTC-5)
- Office locations
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