Ethos Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,658,239
Clients
46
Advisors
3
across 2 offices
About
Ethos Private Wealth provides discretionary and non‑discretionary portfolio management and family wealth services primarily to individual and high‑net‑worth clients, typically accepting accounts with a $1 million minimum. The firm prepares individualized Investment Policy Statements, conducts ongoing portfolio monitoring, and offers related services such as IRA rollover advice and financial planning as part of its advisory relationship.
The firm’s investment process uses third‑party macroeconomic research alongside internal due diligence to construct asset allocations across equities, fixed income, alternatives and exchange‑traded instruments, and it documents client risk tolerance and objectives in each IPS. Ethos discloses that it may use derivatives — including options for hedging and yield enhancement — within client accounts and acknowledges the associated leverage and settlement risks; it also describes fiduciary obligations when advising on retirement plan rollovers.
Compared with peers, Ethos discloses prior regulatory matters involving individual representatives — including a 2014–2015 registration lapse (resolved with a consent order) and a 2021 employment communication matter reviewed by FINRA and closed in 2022 — matters the firm reports at the individual level while maintaining firm registrations. The firm also selects certain third‑party managers that pay it a portion of management fees, a compensation arrangement the brochure identifies as a potential conflict and addresses through documented suitability processes and monitoring.
Client services
Expertise
Fee options
Flat (fixed) fee arrangements may be negotiated for administrative or extraordinary services, specific amounts not stated.
Between $100 and $400 per hour for financial planning, if a separate complex financial planning agreement is required.
Account minimum: $1,000,000
Main office
See officeCoral Gables FL
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Pennsylvania · Tennessee
Also doing business as
Accordia Americas · Ethos Private Wealth · Ethos Wealth Management LLC · Global Advisor Alliance · Global Advisor Alliance, Accordia Americas, Ethos Private Wealt · Global Alliance Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Clinton K
Series 63, Series 65
Chattanooga, TN
Ethos Private Wealth
Clinton Kilgore is a financial advisor at Ethos Private Wealth with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at March Capital Corp, Bank of America, Merrill, and Gavin de Becker & Associates. Kilgore is also managing partner at Ethos Wealth Management, LLC, where he provides financial planning and portfolio management. Ethos Private Wealth offers discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically with a $1 million minimum. The firm uses third-party macroeconomic research and internal due diligence to create diversified asset allocations and provides services including IRA rollover advice and financial planning.
Matthew L
CFP®, Series 66
Coral Gables, FL
Ethos Private Wealth
Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.
Xiuming J
Series 66
Coral Gables, FL
Ethos Private Wealth
Xiuming Jin is a financial advisor at Ethos Private Wealth in Coral Gables, FL, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill for multiple periods totaling eight years. Jin has also taken extended travel breaks during his career. Ethos Private Wealth provides discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically accepting accounts with a $1 million minimum. The firm combines third-party macroeconomic research with internal due diligence to construct diversified asset allocations and offers services including IRA rollover advice and financial planning.
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