{"url":"https://nivawealth.com/firms/ethic-282827","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282827","regulatoryAum":10120085218,"crd":"282827","secFileNumber":"801-107290","legalName":"Ethic Inc.","displayName":"Ethic","website":"https://ethic.investments","linkedinUrl":"https://www.linkedin.com/company/ethic/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"99 Hudson Street, 17th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10013"},"tradeNames":[],"registration":{"secApproved":"18 February 2016","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":75,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":10120085218,"discretionaryAccounts":3505,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":18,"regulatoryAum":64312437},{"label":"High-net-worth individuals","clients":15,"regulatoryAum":263990097},{"label":"Charitable organizations","clients":28,"regulatoryAum":1065456997},{"label":"Other investment advisers","clients":105,"regulatoryAum":6473846796},{"label":"Insurance companies","clients":null,"regulatoryAum":276535788},{"label":"Corporations and other businesses","clients":23,"regulatoryAum":1975943103}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"ST. 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They include 105 other investment advisers, 28 charitable organizations and 23 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ethic offer?","answer":"Ethic provides portfolio management for individuals and small businesses, portfolio management for institutions and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ethic use?","answer":"Ethic’s separately managed account assets are held at Charles Schwab & Co., Inc. (ST. Petersburg, FL), with $4,008,835,067, Fidelity Brokerage Services LLC (Los Angeles, CA), with $2,629,934,559 and BNY Mellon, NA (Pittsburgh, PA), with $1,819,330,925. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ethic have?","answer":"Ethic has 9 investment adviser representatives registered with state securities authorities, out of 75 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ethic invest in?","answer":"At the end of its last fiscal year, Ethic’s separately managed accounts held 95% exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs), 2% pooled vehicles (private funds and similar) and 1% cash and equivalents. 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