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| Ethos Capital Management Inc
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|---|---|
| CRD # | 313145 |
| SEC # | 801-132170 |
| CIK # | 0002106214, 0001873986 |
| AUM | 155.4 M (2026-04-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-968-1820 |
| Address | 626 South State Street Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106214 0001873986 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 6.6 | ||
| Broadcom Inc | 6.3 | ||
| Nvidia Corp | 5.9 | ||
| Goldman Sachs Group Inc | 4.4 | ||
| Advanced Micro Devices Inc | 4.2 | ||
| Intel Corp | 3.5 | ||
| Cisco Systems Inc | 3.0 | ||
| BorgWarner Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Microsoft Corp | 2.7 | ||
| Citigroup Inc | 2.7 | ||
| Facebook Inc | 2.6 | ||
| AbbVie Inc | 2.6 | ||
| Chevron Corp | 2.4 | ||
| Coach Inc | 2.4 | ||
| Lam Research Corp | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| CSX Corp | 1.9 | ||
| Morgan Stanley | 1.9 | ||
| Tesla Motors Inc | 1.8 | ||
| Linde PLC | 1.8 | ||
| Bank of Montreal /Can/ | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 36.6 |
| (b) Individuals (high net worth individuals) | 96 | 118.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 155.4 |
| By Discretionary | ||
| Discretionary | 463 | 155.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 463 | 155.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.4 | |
| Total | 463 | 155.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001873986] | |
| 13F-HR | [0002106214] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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