|
⚲
|
| PSI Advisors LLC
✚
|
|
|---|---|
| CRD # | 285880 |
| SEC # | 801-108813 |
| CIK # | 0001779040 |
| AUM | $800.9 M (2026-03-20) |
| Employees | 22 (55% Investors, 32% Brokers) |
| Phone | 813-343-3860 |
| Address | 13059 W Linebaugh Ave Ste 102 Tampa, FL 33626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Lilly Eli & Co | 4.7 | ||
| Energy Transfer Equity LP | 4.1 | ||
| Nvidia Corp | 3.6 | ||
| Ciena Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,141 | 289.8 |
| (b) Individuals (high net worth individuals) | 563 | 467.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 8.1 |
| (h) Charitable organizations | 4 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 35.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,237 | 800.9 |
| By Discretionary | ||
| Discretionary | 3,237 | 800.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,237 | 800.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.9 | |
| Total | 3,237 | 800.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001779040] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nelson Capital Management LLC
✚
|
CA | 0.8 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.8 |
|
CIM LLC
✚
|
NY | 0.8 |
|
Francis Financial Inc
✚
|
NY | 0.8 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.8 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.8 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.8 |
|
McRae Capital Management Inc
✚
|
NJ | 0.8 |
|
Q3 Asset Management Corporation
✚
|
MI | 0.8 |
|
BEAU Ventures LLC
✚
|
0.8 |