Data / Investment advisers / Ohio / PDS Planning Inc
PDS Planning Inc, Dublin, OH: $2.2 billion AUM, SEC registered investment adviser
PDS Planning Inc is an SEC registered investment adviser with its main office in Dublin, Ohio and reports $2.2 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106895
- SEC file number
- 801-33041
- SEC status
- Approved, effective October 13, 1988
- Main office
- 475 Metro Place S. Suite 460, Dublin, OH 43017
- Phone
- (614) 481-8449
- Website
- pdsplanning.com
- Regulatory AUM
- $2,167,293,722 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $2,118,510,401
- Non discretionary AUM
- $48,783,321
- Accounts
- 3,159
- Employees
- 19, of which 12 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 421 | $1.98 billion |
| Individuals (other than high net worth individuals) | 186 | $108.8 million |
| Charitable organizations | 7 | $81.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.17 billion | March 19, 2026 |
| December 1, 2025 | $1.79 billion | March 25, 2025 |
Other advisers in Dublin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Meeder Public Funds, Inc. | Dublin | $70.16 billion | Not listed | adviserinfo.sec.gov |
| Meeder Asset Management, Inc. | Dublin | $3.33 billion | Not listed | adviserinfo.sec.gov |
| Meeder Advisory Services, Inc. | Dublin | $2.86 billion | Not listed | adviserinfo.sec.gov |
| Everhart Advisors | Dublin | $2.46 billion | Not listed | adviserinfo.sec.gov |
| Advanced Asset Management Advisors, Inc. | Dublin | $651.3 million | Not listed | adviserinfo.sec.gov |
| Keeler & Nadler Family Wealth | Dublin | $609.9 million | Not listed | adviserinfo.sec.gov |
| Consolidated Financial | Dublin | $588.7 million | Not listed | adviserinfo.sec.gov |
| Golden Reserve Retirement, LLC | Dublin | $544.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dublin, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- PDS Planning Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.