PSI Advisors, LLC

RIASEC Registered

Total AUM

$801M

Discretionary

$801M

100% of AUM

Avg account

$247K

Accounts

3,237

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 285880
Registered since: January 3, 2017
Website: www.psiadvisor.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.32%
Individuals36.18%
Corporations / Businesses4.44%
Pension & Profit Sharing Plans1.01%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PSI Advisors, LLC is an independent registered investment adviser that is SEC-registered (registration year 2017). Structured as a limited liability company and owned by an individual, the firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension-related consulting services, and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which signals flexibility for different client types and engagement models. The firm does not identify as an active ESG investor.