PSI Capital Management

RIASEC RegisteredEst. 2018

Total AUM

$385M

Discretionary

$383M

99% of AUM

Avg account

$272K

Accounts

1,414

Employees

11

Advisory reps

10

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 117105
Registered since: March 23, 2018
Website: www.visitpsionline.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.7%
Individuals38.05%
Corporations / Businesses1.61%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

PSI Capital Management is an independent, privately owned registered investment adviser formed and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is flexible across percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. PSI does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds56%
Exchange Traded Equities37%
Cash & Cash Equivalents7%

Owners & executives

2 of 2

Matthew Staub
Partner & Chief Operations OfficerCRD 5927776
Scott Smith
Managing Partner and Chief Compliance OfficerCRD 2123979

Contacts

3 of 8

James Balthaser
Investment Advisor RepresentativeCRD 4088364
Vanessa Zook
Financial AdviserCRD 6111776
Karl Lehman
Investment Adviser RepresentativeCRD 4619999

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 213

Active vs passive

$137M in ETFs

Passive

90%

$123M

Active

8%

$14.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG)	Vanguard	Passive	Large Growth	$26.3M	205,539	19.11%

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Primary office

Lancaster, PA

Lancaster

Location

Lancaster, PA

Headquartered in Lancaster, PA, in the Northeast of the United States.

Region: Northeast
County: Lancaster
Address: 147 N Shippen St
Time zone: ET (UTC-5)
Office locations

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