Professional Advisory Services Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 622
- Avg AUM / client
- $2.0M
- Accounts
- 1,234
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 93 positions, $835,679)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet, Inc. Class C | COM | $40,164 | 113,672 | 4.81% | 0.0% |
| 2 | Microsoft | COM | $34,556 | 92,639 | 4.14% | 0.0% |
| 3 | Amazon | COM | $34,551 | 144,964 | 4.13% | 0.0% |
| 4 | Thermo Fisher Scientific | COM | $32,498 | 64,819 | 3.89% | 0.0% |
| 5 | Berkshire Hathaway Inc B | COM | $32,222 | 64,394 | 3.86% | 0.0% |
| 6 | Amphenol Corp | COM | $31,906 | 180,955 | 3.82% | 0.0% |
| 7 | Astrazeneca Plc | COM | $30,241 | 161,624 | 3.62% | 0.0% |
| 8 | Ishares Tr S&P Mid Etf | COM | $30,024 | 389,361 | 3.59% | 0.0% |
| 9 | Advanced Micro Devices | COM | $29,665 | 51,067 | 3.55% | 0.0% |
| 10 | Apple | COM | $28,709 | 99,215 | 3.44% | 0.0% |
| 11 | Ishares Msci Em Ex China | COM | $28,181 | 275,475 | 3.37% | 0.0% |
| 12 | Jacobs Solutions Inc | COM | $26,909 | 213,566 | 3.22% | 0.0% |
| 13 | Elevance Health Inc | COM | $26,552 | 68,657 | 3.18% | 0.0% |
| 14 | Pepsico | COM | $26,372 | 194,772 | 3.16% | 0.0% |
| 15 | Stryker | COM | $26,264 | 83,421 | 3.14% | 0.0% |
| 16 | Booking Holdings | COM | $25,547 | 143,331 | 3.06% | 0.0% |
| 17 | Sysco Corp | COM | $24,995 | 299,057 | 2.99% | 0.0% |
| 18 | Arthur J. Gallagher | COM | $24,897 | 108,452 | 2.98% | 0.0% |
| 19 | Us Bancorp | COM | $24,401 | 403,988 | 2.92% | 0.0% |
| 20 | Visa Inc | COM | $24,318 | 70,879 | 2.91% | 0.0% |
| 21 | General Dynamics Copr | COM | $23,744 | 67,028 | 2.84% | 0.0% |
| 22 | S&P Global, Inc. | COM | $22,696 | 55,728 | 2.72% | 0.0% |
| 23 | Carrier Global Corp | COM | $22,138 | 301,813 | 2.65% | 0.0% |
| 24 | Analog Devices | COM | $21,957 | 55,283 | 2.63% | 0.0% |
| 25 | Tjx Companies | COM | $21,612 | 142,656 | 2.59% | 0.0% |
Top 25 of 93 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 344 | $199M | 15.8% |
| High net worth individuals | 252 | $1.0B | 80.7% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 6 | $20.3M | 1.61% |
| Charitable organizations | 10 | $8.1M | 0.65% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 10 | $15.7M | 1.25% |
| Other | 0 | $0 | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carol Ligon Bieber | Vice President/Secretary/Treasurer/Chief Compliance Officer, Class A Shareholder, Partner | May 1999 (27y) | 50% – 75% | |
| David Alan Jaffe | President, Class A Shareholder, Partner | Jan 2004 (23y) | 50% – 75% | |
| Christopher Michler Brown | Registered representative | Jan 2001 (26y) | ||
| Robert Nathan Polackwich | Registered representative | CFA | Mar 2002 (24y) | |
| Christoper R Steele | Registered representative | CFP | Dec 2007 (19y) | |
| Jordan Monroe Bieber | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Jeremy Scott Goldberg | Registered representative | CFP CFA | Sep 2018 (8y) | |
| Kelly Sue Meinders | Registered representative | CFP | Dec 2024 (2y) | |
| Christopher J Connett | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- BNY Mellon $1.2B (96% of AUM) Mar 2026
- State Street $773M (97% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗