Baton Rouge, LA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ethos Financial Group, LLC
Multi-team
Firm-wide stats for Ethos Financial Group, LLC
About
Ethos Financial Group serves individuals (including high-net-worth clients), trusts, estates, state and municipal entities, and charitable organizations, and also provides consulting and sub‑advisory services to other investment advisers. The firm offers discretionary and non‑discretionary investment management alongside financial planning, estate planning, insurance recommendations, and related consulting.
Investment recommendations are delivered primarily through model portfolios and a stated “Core Allocation” that combines index‑based exposures into diversified, risk‑conscious portfolios implemented via separately managed accounts, mutual funds, ETFs, independent managers and overlay managers. Ethos supplements its process with third‑party research and signal providers, offers optional tax‑overlay management, and notes that AI tools are used for operational and administrative support but not for making investment decisions.
Ethos differs from many multi‑team peers in that certain associated persons are dually registered as representatives of FINRA member broker‑dealers and are licensed insurance agents, enabling the implementation of commission‑based products in their individual capacities. The firm also acts as a sub‑advisor to other RIAs, may enter into performance‑based fee arrangements under Rule 205‑3, operates a supported platform with advisor‑as‑portfolio‑manager functionality for its IARs, and discloses affiliated private fund interests involving firm personnel.
Based on Ethos Financial Group, LLC
Expertise
Based on Ethos Financial Group, LLC
Location
5800 One Perkins Place, Suite 8 A
Baton Rouge LA 70808
Advisors at this office
2
Advisors at this office
Dania T
Series 63
Baton Rouge, LA
Ethos Financial Group, LLC
Dania Tanguis is a financial advisor with Ethos Financial Group, LLC in Baton Rouge, LA, holding a Series 63 designation and 34 years of industry experience. Her prior roles include positions at Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory work, she is licensed as an insurance agent and sells a range of insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial and estate planning, insurance recommendations, and consulting services. The firm employs model portfolios and a Core Allocation strategy focused on diversified, risk-conscious index-based exposures, supplemented by third-party research and optional tax overlay management.
Meagan S
Series 65
Baton Rouge, LA
Ethos Financial Group, LLC
Meagan Shields is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Peters Wealth Advisors, Llc and Louisiana Workers Compensation Corporation. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations with investment management and financial planning services. The firm employs model portfolios and a Core Allocation approach focusing on diversified, risk-conscious investments through various vehicles, supplemented by third-party research and operational AI tools.
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