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| Keyboard |
| PSI Advisors LLC
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|---|---|
| CRD # | 285880 |
| SEC # | 801-108813 |
| CIK # | 0001779040 |
| AUM | 800.9 M (2026-03-20) |
| Employees | 22 (55% Investors, 32% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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