ETHIC INC.
DBA: ETHIC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $7.82B |
| Discretionary | $7.82B100% of AUM |
| Client Accounts | 2,936 |
| Avg Account Size | $2.7M |
| Employees | 76 |
| Peak AUM | $7.82BMar 2026 |
AUM by Client Type
Total AUM
$7.8B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.8B | +31.9% | +35.3% | +61.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $7.82B |
| Discretionary | $7.82B |
| Employees | 76 |
| Client Accounts | 2936 |
Contact & Location
Address
99 HUDSON STREET, 17TH FLOOR
NEW YORK NY 10013
Phone
(646) 687-6744
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported