PDS PLANNING INC
CRD #106895 SEC #801-33041 DUBLIN, OH 614-481-8449
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
17
Clients
251
Accounts
3,320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.7B | $57.2M | 17 | 0 |
| Mar 2024 | $1.4B | $1.3B | $60.5M | 16 | 0 |
| Nov 2023 | $1B | $981.2M | $64.4M | 16 | 0 |
| Mar 2023 | $1B | $981.2M | $64.4M | 16 | 0 |
| Apr 2022 | $1.1B | $1.1B | $74.6M | 16 | 3 |
| Mar 2022 | $1.1B | $1.1B | $74.6M | 16 | 3 |
| Oct 2021 | $941.7M | $859.5M | $82.3M | 14 | 3 |
| Apr 2021 | $941.7M | $859.5M | $82.3M | 14 | 3 |
| Mar 2021 | $941.7M | $859.5M | $82.3M | 14 | 3 |
| Mar 2021 | $941.7M | $859.5M | $82.3M | 14 | 3 |
| Jun 2020 | $682.2M | $606.5M | $75.7M | 14 | 3 |
| May 2020 | $682.2M | $606.5M | $75.7M | 14 | 3 |
| Mar 2020 | $682.2M | $606.5M | $75.7M | 14 | 3 |
| Apr 2019 | $572.2M | $502.7M | $69.5M | 13 | 3 |
| Mar 2019 | $572.2M | $502.7M | $69.5M | 13 | 3 |
| Mar 2018 | $565.5M | $497.5M | $68M | 12 | 3 |
| Sep 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Aug 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Aug 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Jul 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Apr 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Mar 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Mar 2017 | $528.3M | $385.7M | $142.6M | 13 | 500 |
| Jul 2016 | $458M | $357.4M | $100.7M | 13 | 400 |
| Mar 2016 | $458M | $357.4M | $100.7M | 13 | 400 |
| Mar 2016 | $458M | $357.4M | $100.7M | 13 | 400 |
| Mar 2015 | $470M | $332.4M | $137.6M | 14 | 400 |
| Mar 2014 | $552.3M | $351.3M | $201M | 14 | 400 |
| Apr 2013 | $521.3M | $312.8M | $208.5M | 13 | 400 |
| May 2012 | $548.1M | $284.8M | $263.3M | 11 | 400 |
| May 2012 | $548.1M | $284.8M | $263.3M | 11 | 400 |
| Apr 2012 | $548.1M | $284.8M | $263.3M | 11 | 400 |
| Mar 2012 | $548.1M | $284.8M | $263.3M | 11 | 400 |
| Mar 2011 | $498.9M | $163.3M | $335.6M | -- | -- |
| Feb 2010 | $454.3M | $0 | $454.3M | -- | -- |
| May 2009 | $351.5M | $0 | $351.5M | -- | -- |
| Mar 2009 | $351.5M | $0 | $351.5M | -- | -- |
| Jun 2007 | $314.8M | $0 | $314.8M | 10 | -- |
| Mar 2006 | $271.1M | $0 | $271.1M | 10 | -- |
| Jan 2005 | $186.2M | $0 | $186.2M | 10 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$57.2M
Employees17
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$60.5M
Employees16
Clients0
DateNov 2023
Total AUM$1B
Discretionary$981.2M
Non-Disc.$64.4M
Employees16
Clients0
DateMar 2023
Total AUM$1B
Discretionary$981.2M
Non-Disc.$64.4M
Employees16
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$74.6M
Employees16
Clients3
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$74.6M
Employees16
Clients3
DateOct 2021
Total AUM$941.7M
Discretionary$859.5M
Non-Disc.$82.3M
Employees14
Clients3
DateApr 2021
Total AUM$941.7M
Discretionary$859.5M
Non-Disc.$82.3M
Employees14
Clients3
DateMar 2021
Total AUM$941.7M
Discretionary$859.5M
Non-Disc.$82.3M
Employees14
Clients3
DateMar 2021
Total AUM$941.7M
Discretionary$859.5M
Non-Disc.$82.3M
Employees14
Clients3
DateJun 2020
Total AUM$682.2M
Discretionary$606.5M
Non-Disc.$75.7M
Employees14
Clients3
DateMay 2020
Total AUM$682.2M
Discretionary$606.5M
Non-Disc.$75.7M
Employees14
Clients3
DateMar 2020
Total AUM$682.2M
Discretionary$606.5M
Non-Disc.$75.7M
Employees14
Clients3
DateApr 2019
Total AUM$572.2M
Discretionary$502.7M
Non-Disc.$69.5M
Employees13
Clients3
DateMar 2019
Total AUM$572.2M
Discretionary$502.7M
Non-Disc.$69.5M
Employees13
Clients3
DateMar 2018
Total AUM$565.5M
Discretionary$497.5M
Non-Disc.$68M
Employees12
Clients3
DateSep 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateAug 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateAug 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateJul 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateApr 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateMar 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateMar 2017
Total AUM$528.3M
Discretionary$385.7M
Non-Disc.$142.6M
Employees13
Clients500
DateJul 2016
Total AUM$458M
Discretionary$357.4M
Non-Disc.$100.7M
Employees13
Clients400
DateMar 2016
Total AUM$458M
Discretionary$357.4M
Non-Disc.$100.7M
Employees13
Clients400
DateMar 2016
Total AUM$458M
Discretionary$357.4M
Non-Disc.$100.7M
Employees13
Clients400
DateMar 2015
Total AUM$470M
Discretionary$332.4M
Non-Disc.$137.6M
Employees14
Clients400
DateMar 2014
Total AUM$552.3M
Discretionary$351.3M
Non-Disc.$201M
Employees14
Clients400
DateApr 2013
Total AUM$521.3M
Discretionary$312.8M
Non-Disc.$208.5M
Employees13
Clients400
DateMay 2012
Total AUM$548.1M
Discretionary$284.8M
Non-Disc.$263.3M
Employees11
Clients400
DateMay 2012
Total AUM$548.1M
Discretionary$284.8M
Non-Disc.$263.3M
Employees11
Clients400
DateApr 2012
Total AUM$548.1M
Discretionary$284.8M
Non-Disc.$263.3M
Employees11
Clients400
DateMar 2012
Total AUM$548.1M
Discretionary$284.8M
Non-Disc.$263.3M
Employees11
Clients400
DateMar 2011
Total AUM$498.9M
Discretionary$163.3M
Non-Disc.$335.6M
Employees--
Clients--
DateFeb 2010
Total AUM$454.3M
Discretionary$0
Non-Disc.$454.3M
Employees--
Clients--
DateMay 2009
Total AUM$351.5M
Discretionary$0
Non-Disc.$351.5M
Employees--
Clients--
DateMar 2009
Total AUM$351.5M
Discretionary$0
Non-Disc.$351.5M
Employees--
Clients--
DateJun 2007
Total AUM$314.8M
Discretionary$0
Non-Disc.$314.8M
Employees10
Clients--
DateMar 2006
Total AUM$271.1M
Discretionary$0
Non-Disc.$271.1M
Employees10
Clients--
DateJan 2005
Total AUM$186.2M
Discretionary$0
Non-Disc.$186.2M
Employees10
Clients--