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| PDS Planning Inc
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|---|---|
| CRD # | 106895 |
| SEC # | 801-33041 |
| CIK # | 0000838618 |
| AUM | $2.2 B (2026-03-19) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 614-481-8449 |
| Address | 475 Metro Place S Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000838618 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.0 | ||
| Nvidia Corp | 30.8 | ||
| AbbVie Inc | 23.7 | ||
| Microsoft Corp | 20.2 | ||
| J P Morgan Chase & Co | 14.5 | ||
| Amazon Com Inc | 14.1 | ||
| Alphabet Inc | 13.5 | ||
| Alphabet Inc | 12.6 | ||
| Abbott Laboratories | 12.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 0.1 |
| (b) Individuals (high net worth individuals) | 421 | 2.0 |
| (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 | 7 | 0.1 |
| (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 | 3,159 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,009 | 2.1 |
| Non-Discretionary | 150 | 0.0 |
| Total | 3,159 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,159 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000838618] |
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|---|---|---|
|
Twelve Points Wealth Management LLC
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|
MA | 2.2 |
|
TPG Financial Advisors LLC
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OR | 2.2 |
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The Forum Finance Group Sa
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2.2 | |
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Pinnacle Pension Consultants LLC
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Capitol Securities Management Inc
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VA | 2.2 |
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Root Financial Partners LLC
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TX | 2.1 |
|
Fiduciary Advisors Inc
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|
MO | 2.1 |
|
Navy Federal Investment Services LLC
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|
VA | 2.1 |
|
First Heartland Consultants Inc
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|
MO | 2.1 |
|
Hub Investment Advisors Inc
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|
NE | 2.1 |