Pds Planning Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 19, 2026, reports $2.2B in regulatory assets under management, 19 employees, and 3,159 accounts.
Assets Under Management
$2.2B
Employees
19
Offices
--
Total Clients
614
Primary office
DUBLIN, OH
475 METRO PLACE S., SUITE 460, DUBLIN, OH, United States
Top client segmentHNWI represent 68.6% of total clients.
Top client categories% of clientsClients
1
HNWI
68.6%
421
2
Individuals
30.3%
186
3
Charitable
1.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 19, 2026
Discretionary97.7%
$2.1B
98% of total RAUM97.7%
Non-discretionary2.3%
$49M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts3,159
10Y AUM Change+$1.6B (+310.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee32:1
10Y Employee Change+6 (+46.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.