ETHOS FINANCIAL GROUP, LLC
CRD #321748 SEC #801-125779 KING OF PRUSSIA, PA 610-822-5246
SEC Registered
Total AUM
$2.1B
Discretionary
$1.8B
Employees
39
Clients
26
Accounts
4,692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.1B | $1.8B | $217.8M | 39 | 6 |
| Apr 2025 | $1.6B | $1.4B | $183.8M | 36 | 5 |
| Mar 2025 | $1.6B | $1.4B | $183.8M | 36 | 5 |
| Feb 2025 | $913.9M | $750.9M | $163M | 26 | 0 |
| Dec 2024 | $913.9M | $750.9M | $163M | 26 | 0 |
| Oct 2024 | $913.9M | $750.9M | $163M | 24 | 0 |
| Sep 2024 | $913.9M | $750.9M | $163M | 24 | 0 |
| Aug 2024 | $913.9M | $750.9M | $163M | 24 | 0 |
| Jun 2024 | $913.9M | $750.9M | $163M | 24 | 0 |
| Mar 2024 | $913.9M | $750.9M | $163M | 24 | 0 |
| Jun 2023 | $651.8M | $516.7M | $135.2M | 16 | 0 |
| Mar 2023 | $651.8M | $516.7M | $135.2M | 16 | 0 |
| Mar 2023 | $651.8M | $516.7M | $135.2M | 16 | 0 |
| Dec 2022 | $601M | $484.5M | $116.5M | 16 | 0 |
| Sep 2022 | $601M | $484.5M | $116.5M | 16 | 0 |
DateDec 2025
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$217.8M
Employees39
Clients6
DateApr 2025
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$183.8M
Employees36
Clients5
DateMar 2025
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$183.8M
Employees36
Clients5
DateFeb 2025
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees26
Clients0
DateDec 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees26
Clients0
DateOct 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees24
Clients0
DateSep 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees24
Clients0
DateAug 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees24
Clients0
DateJun 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees24
Clients0
DateMar 2024
Total AUM$913.9M
Discretionary$750.9M
Non-Disc.$163M
Employees24
Clients0
DateJun 2023
Total AUM$651.8M
Discretionary$516.7M
Non-Disc.$135.2M
Employees16
Clients0
DateMar 2023
Total AUM$651.8M
Discretionary$516.7M
Non-Disc.$135.2M
Employees16
Clients0
DateMar 2023
Total AUM$651.8M
Discretionary$516.7M
Non-Disc.$135.2M
Employees16
Clients0
DateDec 2022
Total AUM$601M
Discretionary$484.5M
Non-Disc.$116.5M
Employees16
Clients0
DateSep 2022
Total AUM$601M
Discretionary$484.5M
Non-Disc.$116.5M
Employees16
Clients0