{
  "crd_number": 285880,
  "slug": "psi-advisors-llc-tampa-fl-285880",
  "primary_business_name": "PSI ADVISORS, LLC",
  "legal_name": "PSI ADVISORS, LLC",
  "dbas": [
    "BRANDENBURG FINANCIAL",
    "EATON FINANCIAL",
    "MARK SCHEIDTER & ASSOCIATES",
    "TEAGUE & ASSOCIATES",
    "WALKER WEALTH MANAGEMENT"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-01-03",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 800938904.0,
  "raum_discretionary": 800938904.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 22,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 413319.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 289768411.0,
      "count": 1141
    },
    "pension_profit_sharing": {
      "raum": 8095704.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 467087565.0,
      "count": 563
    },
    "corporations_other_businesses": {
      "raum": 35573905.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://brgfin.com",
    "https://eatonfinancialservices.com",
    "https://ericeatonfinancial.com",
    "https://facebook.com/EATONFINANCIAL",
    "https://facebook.com/MARKSCHEIDTERASSOCIATES",
    "https://facebook.com/profile.php?id=61557024767304",
    "https://facebook.com/walkerwealthmanagement",
    "https://linkedin.com/COMPANY/EATON-FINANCIAL",
    "https://linkedin.com/company/walker-wealth-management-llc",
    "https://lplfinancial.lpl.com",
    "https://markscheidter.com",
    "https://planwithwalker.com",
    "https://psiadvisor.com",
    "https://teagueadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285880",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880",
  "display_name": "PSI Advisors, LLC",
  "summary": "PSI Advisors, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. PSI Advisors, LLC (CRD 285880): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is PSI Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), PSI Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does PSI Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $250 to $500 an hour (Financial Planning Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is PSI Advisors, LLC located?",
      "a": "PSI Advisors, LLC's principal office is in Tampa, FL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is PSI Advisors, LLC registered with the SEC or a state?",
      "a": "PSI Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285880."
    },
    {
      "q": "How much does PSI Advisors, LLC manage?",
      "a": "PSI Advisors, LLC reports $800,938,904 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have PSI Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for PSI Advisors, LLC: Regulatory assets under management: $417,091,315 in the October 2021 data and $800,938,904 in the October 2026 data, up 92%. Total employees: 20 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does PSI Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,141); high net worth individuals (563); corporations or other businesses not listed above (22)."
    },
    {
      "q": "Which custodians does PSI Advisors, LLC use?",
      "a": "PSI Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does PSI Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285880"
    },
    {
      "q": "What changed in PSI Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Tampa, FL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 417091315.0,
      "total_employees": 20,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 550722956.0,
      "total_employees": 21,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 512575688.0,
      "total_employees": 22,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 624157332.0,
      "total_employees": 22,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 696692392.0,
      "total_employees": 22,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 800938904.0,
      "total_employees": 22,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Tampa, FL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $696,692,392 to $800,938,904 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (Financial Planning Fees)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (Financial Planning Fees)"
        ],
        "quotes": [
          "For Clients paying hourly fees we will charge between $250 and $500 an hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "Financial Planning Fees"
        }
      ]
    },
    "quotes": [
      "For Clients paying hourly fees we will charge between $250 and $500 an hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1141,
      "fewer_than_5": false,
      "raum": 289768411.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 563,
      "fewer_than_5": false,
      "raum": 467087565.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 8095704.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 413319.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 35573905.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}