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 operating since 1988. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, and educational seminars. PDS Planning charges fixed fees and identifies itself as a capital allocator; it also reports being an active ESG investor. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm.
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
1 of 1
Kurt Brown
Chief Investment Officer | ShareholderCRD 6034962
Contacts
3 of 10
James Hamilton
Financial PlannerCRD 2491211
Jamie Menges
ShareholderCRD 4249232
James Rogers
ShareholderCRD 4808581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$1.1B in ETFs
84%
$937M
10%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $127M | 1,779,207 | 11.34% |
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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