Ethos Financial Group, LLC
Ethos Financial Group, LLC is a SEC-registered investment adviser headquartered in King of Prussia, Pennsylvania. Founded in 2011, the firm specializes in providing tailored wealth management and financial advisory services primarily to individuals, including both high net worth and non-high net worth clients, as well as select charitable organizations and businesses. As of April 2025, Ethos manages approximately $1.6 billion in assets and employs 36 professionals, of whom 75% are investors and 19% brokers. The firm upholds a fiduciary standard, emphasizing transparent fee structures and personalized advice for client portfolios.
Investment Strategy
Ethos Financial Group utilizes a personalized, client-centric approach to investment management, developing tailored financial strategies that reflect individual client goals, risk tolerance, and time horizons. The firm offers both discretionary and non-discretionary portfolio management, focusing on asset allocation across equities, ETFs, fixed income, and occasionally alternative assets. Their investment philosophy prioritizes long-term wealth building, family financial protection, and transparent fiduciary advice. Ethos serves a diverse client base, with a significant portion of assets managed for high net worth individuals, and employs both active and passive investment strategies based on market conditions and client needs.
Top Holdings
Equity Positions (436)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | Schwab U.S. Broad Market Etf | 4.18% | $53.3M | 2,072,181 | $17.31 | $25.71 | +$4.2M |
V VOO | Vanguard S&P 500 Etf | 2.99% | $38.1M | 62,063 | $552.65 | $612.38 | +$2.4M |
S SGOL | Abrdn Physical Gold Shares Etf | 2.81% | $35.8M | 973,420 | $20.59 | $36.81 | +$5.7M |
B BOXX | Alpha Architect 13 Month Box Etf | 2.72% | $34.7M | 304,540 | $108.50 | $113.86 | +$4.1M |
S SCHX | Schwab Us Large Cap Etf | 2.50% | $31.8M | 1,207,493 | $18.29 | $26.34 | +$2.4M |