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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALVERT, JARED, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALVERT, JARED, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALVERT, JARED, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALVERT, JARED, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| CALVERT, JARED, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | PRESIDENT | D | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| JUDGE, JAMES, WILLIAM | I | EXECUTIVE OFFICER | C | Control |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| DIG, LLC | DE | OWNER | B | |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| GUY, DANIEL, COOK | I | EXECUTIVE OFFICER / CCO | B | Control |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A | |
| FREEMASON, LLC | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| DOWLING, DUSTIN, SCOTT | I | DIG, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
| LANE, WILLIAM, LOWRY | I | FREEMASON, LLC | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (24)
AL AZ CA CO CT FL GA IL LA MD MI MS NC NE NH NJ NM NY PA SC TN TX UT VA
Address
2200 RENAISSANCE BLVDSUITE 340
KING OF PRUSSIA, PA 19406
United States
Phone: 610-822-5246