Pds Planning Inc
- Regulatory AUM
- $2.2B
- Discretionary
- $2.1B
- Clients
- 614
- Avg AUM / client
- $3.5M
- Accounts
- 3,159
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % 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| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Plan | Sponsor | Participants | Plan assets | As 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)
| Form | Period | Size | |
|---|---|---|---|
| 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
- Charles Schwab & Co. $2.0B (93% of AUM) Mar 2026
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) ↗