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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT | NA | Control |
| DLUSKY, THOMAS, PAUL | I | SECRETARY-TREASURER | NA | |
| DLUSKY, THOMAS, PAUL | I | SECRETARY-TREASURER | NA | |
| HAMILTON, ROBERT, DALE | I | PARTNER | NA | |
| HAMILTON, ROBERT, DALE | I | PARTNER | NA | |
| HAMILTON, ROBERT, DALE | I | PARTNER | NA | |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | E | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | E | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | E | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | C | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | C | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | C | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | C | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| ITSELL, RITA, M | I | PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| MENGES, JAMIE, PAUL | I | VICE-PRESIDENT | C | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | PARTNER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| BROWN, KURT, M | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| COCHRAN, ROBERT, ALAN | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | B | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | B | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | B | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | B | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | B | Control |
| GILBERT, JEFFREY, CRAIG | I | PARTNER | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PARTNER | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | PRESIDENT | B | Control |
| HAMILTON, ROBERT, DALE | I | OWNER | B | Control |
| MENGES, JAMIE, PAUL | I | SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| ROGERS, JAMES, ANDREW | I | ASSISTANT SECRETARY-TREASURER | B | Control |
| BROWN, KURT, M | I | PARTNER | A | Control |
| BROWN, KURT, M | I | PARTNER | A | Control |
| BROWN, KURT, M | I | PARTNER | A | Control |
| BROWN, KURT, M | I | PARTNER | A | Control |
| ITSELL, RITA, M | I | SECRETARY-TREASURER | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (16)
AR AZ CA CO FL IN KY LA MI NC NE NH NY OH TX VA
Address
475 METRO PLACE S.SUITE 460
DUBLIN, OH 43017
United States
Phone: 614-481-8449