Pds Planning Inc
● SEC registered since 1988CRD 106895SEC# 801-33041Dublin, OH
Reg. AUM
$2.17B
Employees
19
Accounts
3,159
Location
Dublin, OH
Pds Planning Inc assets under management
Pds Planning Inc is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 1988. It reports $2.2 billion in regulatory assets under management and employs 19 people.
Pds Planning Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Andrew Rogers Control | Assistant Secretary-Treasurer | 25-50% | 2022 |
| Jamie Paul Menges Control | President | 25-50% | 2017 |
| Kurt M Brown Control | Secretary-Treasurer, Chief Compliance Officer, Chief Investment Officer | 25-50% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pds Planning Inc manage?
Pds Planning Inc reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Pds Planning Inc have?
Pds Planning Inc reports 19 employees.
Where is Pds Planning Inc located?
Pds Planning Inc is based in Dublin, OH and has been SEC-registered since 1988.
Does Pds Planning Inc disclose fund performance?
Pds Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Metro Place S., Suite 460, Dublin, OH 43017 |
| Phone | 614-481-8449 |
| Fax | 855-805-3508 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 838618 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.17B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.17Bregulatory AUM
Discretionary $2.12BNon-discretionary $48.8M