Psi Advisors, Llc
- Regulatory AUM
- $801M
- Discretionary
- $801M
- Clients
- 1,745
- Avg AUM / client
- $459K
- Accounts
- 3,237
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,141 | $290M | 36.2% |
| High net worth individuals | 563 | $467M | 58.3% |
| Pension and profit sharing plans | 15 | $8.1M | 1.01% |
| Charitable organizations | 4 | $413K | 0.05% |
| Corporations and other businesses | 22 | $35.6M | 4.44% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Children's Home Network 401(k) Plan Children's Home Network | 2024 | |
| The Pepin Academies, Inc. 401(k) Plan The Pepin Academies, Inc. | 2024 | |
| High Reach Company, Llc Retirement Savings Plan High Reach Company, Llc | 2024 | |
| Geopoint Surveying Inc 401(k) Profit Sharing Plan & Trust Geopoint Surveying Inc | 2024 | |
| Electrostim Medical Services, Inc. Safe Harbor 401(k) Plan Electrostim Medical Services, Inc. | 2024 | |
| The Caspers Company 401(k) Plan Jts Enterprises Of Tampa, Limited | 2024 | |
| Adex Medical Staffing 401(k) Plan Adex Medical Staffing, Llc | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Damien Eaton | Member/Chief Compliance Officer | Oct 2016 (10y) | 75% or more | |
| Mark David Scheidter | Registered representative | CFP | Feb 2019 (7y) | |
| Brandan Steven Teague | Registered representative | Feb 2019 (7y) | ||
| Alexander Lee Misarti | Registered representative | CFP | Feb 2019 (7y) | |
| Joshua Alan Zimmerman | Registered representative | Feb 2019 (7y) | ||
| Christopher Steven Ferrell | Registered representative | Mar 2019 (7y) | ||
| Marcus Allen Brandenburg | Registered representative | Apr 2019 (7y) | ||
| Bryan J Casale | Registered representative | Jul 2021 (5y) | ||
| Yale William Walker | Registered representative | Jan 2025 (2y) | ||
| Jeremy C Martin | Registered representative | Jan 2026 (1y) | ||
| Savannah Elaine Sevor | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Children's Home Network 401(k) Plan | Children's Home Network | 211 | $3.7M | 07/01/2024 |
| The Pepin Academies, Inc. 401(k) Plan | The Pepin Academies, Inc. | 238 | $4.4M | 01/01/2024 |
| High Reach Company, Llc Retirement Savings Plan | High Reach Company, Llc | 4 | $9.4M | 01/01/2024 |
| Geopoint Surveying Inc 401(k) Profit Sharing Plan & Trust | Geopoint Surveying Inc | 251 | $6.5M | 01/01/2024 |
| Electrostim Medical Services, Inc. Safe Harbor 401(k) Plan | Electrostim Medical Services, Inc. | 234 | $23.9M | 01/01/2024 |
| The Caspers Company 401(k) Plan | Jts Enterprises Of Tampa, Limited | 569 | $10.1M | 01/01/2024 |
| Adex Medical Staffing 401(k) Plan | Adex Medical Staffing, Llc | 581 | $4.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.05 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $742M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 20, 2026.
View current Form ADV (SEC/IAPD) ↗