AUMdb

Pds Planning Inc

SEC-registered Wealth Manager · Mid-sized ($1B–$10B) CRD 106895 · SEC file 801-33041 · Dublin, OH · WWW.PDSPLANNING.COM
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
$2.2B
Discretionary
$2.1B
Clients
614
Avg AUM / client
$3.5M
Accounts
3,159
Employees
19

AUM over time

$458M $2.2B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 19, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 186 $109M 5.02%
High net worth individuals 421 $2.0B 91.2%
Charitable organizations 7 $81.5M 3.76%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan Midwest Physician Anesthesia Services, Inc. 2024
Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp 2024

People (11)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jamie Paul Menges Vice President CFP Mar 2013 (13y) 25% – 50%
Kurt M Brown Secretary Treasurer, Chief Compliance Officer, Chief Investment Officer CFA Jul 2013 (13y) 10% – 25%
Rita M Itsell President Jan 2014 (13y) 25% – 50%
James Andrew Rogers Assistant Secretary Treasurer CFP Feb 2020 (6y) 10% – 25%
James Morton Hamilton Registered representative Jan 2005 (22y)
Robert Dale Hamilton Registered representative CFP Jan 2005 (22y)
Laurie Ann Licata Registered representative CFP Sep 2019 (7y)
Kyle Edward Euton Registered representative Jul 2021 (5y)
Kevin Michael Doll Registered representative CFP Aug 2022 (4y)
Andrew Michael Potosky Registered representative CFP Mar 2023 (3y)
Tad Alan Herrington Registered representative CFP Oct 2025 (1y)

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (2)

PlanSponsorParticipantsPlan assetsAs of
Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan Midwest Physician Anesthesia Services, Inc. 136 $133M 01/01/2024
Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp 708 $436M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/19/2026 913 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.

View current Form ADV (SEC/IAPD) ↗