# Ethos Investment Advisory Group LLC

> Ethos Investment Advisory Group LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 343593
- Filed as: ETHOS INVESTMENT ADVISORY GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343593
- AdvisorCensus page: https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593

## Quick answers

**How is Ethos Investment Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ethos Investment Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Ethos Investment Advisory Group LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 13, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ethos Investment Advisory Group LLC located?**
Ethos Investment Advisory Group LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Ethos Investment Advisory Group LLC registered with the SEC or a state?**
Ethos Investment Advisory Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343593.

**How much does Ethos Investment Advisory Group LLC manage?**
Ethos Investment Advisory Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 13, 2026.

**Does Ethos Investment Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343593

**Does Ethos Investment Advisory Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "Ethos generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals."

**What changed in Ethos Investment Advisory Group LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> Wealth management fees are range from 0.25% to 1.00% annually, based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Ethos generally does not impose a minimum relationship size; however, its services are generally tailored to high-net-worth families and related individuals.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ethos Investment Advisory Group LLC (CRD 343593): Form ADV filing data as of October 2026.