# ETHOS FINANCIAL GROUP, LLC

ETHOS FINANCIAL GROUP, LLC of KING OF PRUSSIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 321748
- Type: SEC-registered investment adviser
- SEC file number: 801-125779
- Location: 2200 RENAISSANCE BLVD, SUITE 340, KING OF PRUSSIA, PA, 19406
- Phone: 610-822-5246
- Latest filing: 2026-07-07
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $230.8M
- Clients: 44
- Accounts: 4,747

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| GUY SUMNER COOK | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER; EXECUTIVE OFFICER / CCO | SCOTTSDALE, AZ |
| James William Judge | EXECUTIVE OFFICER | — |
| Daniel Cook Guy | EXECUTIVE OFFICER / CCO | — |
| Dustin Scott Dowling | OWNER | — |
| William Lowry Lane | OWNER | — |
| JUDGE JAMES WILLIAM | EXECUTIVE OFFICER; PRESIDENT | — |
| DOWLING DUSTIN SCOTT | OWNER | — |
| CALVERT JARED BENNETT | CHIEF COMPLIANCE OFFICER | — |
| LANE WILLIAM LOWRY | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321748/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321748/similar
- Related entities: https://search.stillhousedata.com/firm/321748/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321748

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.