Key facts
- Ethos Financial Group is a family office based in King of Prussia, Pennsylvania with 1 tracked portfolio company.
- Notable positions include Frore Systems.
- The team roster lists 3 people.
- Ethos Financial Group reports $2.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
About Ethos Financial Group
Ethos Financial Group is a family office based in King of Prussia, Pennsylvania. The firm provides financial planning, wealth management, and family office services.
Registered with the SEC
Form ADV · 2026-03 · CRD 321748- Regulatory AUM
- $2.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 38
- Registered office
- KING OF PRUSSIA, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ETHOS FINANCIAL GROUP, LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Frore Systems | Other Semiconductors | $1.6B | — |
Team
3 people on record — 3 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Ethos Financial Group invest in?
- Ethos Financial Group has 1 recorded portfolio companies, including Frore Systems.
- What is Ethos Financial Group's AUM?
- Ethos Financial Group manages approximately $914 in assets.