Pds Planning Inc

CRD 106895 · Dublin, OH · $2.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106895
SEC number: 801-33041
Firm type: RIA
Assets under management: $2.2B as of Mar 19, 2026
Website: www.pdsplanning.com ↗
Phone: 614-481-8449
Address: 475 Metro Place S., Dublin, OH, 43017

Advisors at this firm

11 in our index · page 1 of 1

Kurt M BrownCRD 6034962 · Dublin, OH

IA Registered
Kevin Michael DollCRD 4809877 · Dublin, OH

IA Registered
Kyle Edward EutonCRD 6421973 · Dublin, OH

IA RegisteredRegistration inactive
James Morton HamiltonCRD 2491211 · Dublin, OH

IA Registered
Robert Dale HamiltonCRD 733504 · Columbus, OH

IA Registered

Disclosure event(s) on record
Tad Alan HerringtonCRD 5640586 · Dublin, OH

IA Registered
Rita M ItsellCRD 4648290 · Dublin, OH

IA Registered
Laurie Ann LicataCRD 6835459 · Dublin, OH

IA Registered
Jamie Paul MengesCRD 4249232 · Dublin, OH

IA Registered
Andrew Michael PotoskyCRD 6820436 · Dublin, OH

IA RegisteredRegistration inactive
James Andrew RogersCRD 4808581 · Dublin, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 106895 ↗ FINRA BrokerCheck record for firm CRD 106895 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.