PDS Planning Inc

Overview

PDS Planning Inc is an SEC registered investment adviser based in Dublin, OH, registered since 1988. It reports $2.2B in assets under management across 3,159 accounts, with 19 employees. It has 10 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

98%

Accounts

3,159

Average account

$686K

Employees

19

Advisory reps

10

Registered since

1988

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees

Executive officers 3 of 4

• Jamie Paul Menges President CRD 4249232
• Kurt M Brown Secretary Treasurer, Chief Compliance Officer, Chief Investment Officer CRD 6034962
• Rita M Itsell Vice-President CRD 4648290

1 more executive officer, with direct contact details

Advisory reps 3 of 10

• Kurt M Brown Investment Adviser Rep CRD 6034962
• Kyle Edward Euton Investment Adviser Rep CRD 6421973
• James Morton Hamilton Investment Adviser Rep CRD 2491211

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

475 Metro Pl S Ste 460
Dublin, OH 43017

County

Franklin

Metro area

Columbus, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: pdsplanning.com

Every state, with registration dates

Similar firms near Dublin

• Meeder Public Funds, Inc.Dublin, OH$70.2B AUM
• Meeder Asset Management, Inc.Dublin, OH$3.3B AUM
• Meeder Advisory Services, Inc.Dublin, OH$2.9B AUM
• Everhart AdvisorsDublin, OH$2.5B AUM
• Advanced Asset Management Advisors, Inc.Dublin, OH$651M AUM