# PSI Advisors, LLC

> 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.

- CRD: 285880
- Filed as: PSI ADVISORS, LLC
- Also doing business as: BRANDENBURG FINANCIAL, EATON FINANCIAL, MARK SCHEIDTER & ASSOCIATES, TEAGUE & ASSOCIATES, WALKER WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285880
- AdvisorCensus page: https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880

## Quick answers

**How is PSI Advisors, LLC compensated?**
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).

**Where is PSI Advisors, LLC located?**
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).

**Is PSI Advisors, LLC registered with the SEC or a state?**
PSI Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285880.

**How much does PSI Advisors, LLC manage?**
PSI Advisors, LLC reports $800,938,904 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have PSI Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does PSI Advisors, LLC serve?**
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).

**Which custodians does PSI Advisors, LLC use?**
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.

**Does PSI Advisors, LLC report any disciplinary disclosures?**
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

**What changed in PSI Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Tampa, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $800,938,904
- Discretionary: $800,938,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,141 | $289,768,411 |
| High net worth individuals | 563 | $467,087,565 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $8,095,704 |
| Charitable organizations | 4 | $413,319 |
| Corporations or other businesses not listed above | 22 | $35,573,905 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, FL, GA, IL, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- St. Petersburg, FL
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- brgfin.com
- eatonfinancialservices.com
- ericeatonfinancial.com
- lplfinancial.lpl.com
- markscheidter.com
- planwithwalker.com
- psiadvisor.com
- teagueadvisors.com
- Facebook @EATONFINANCIAL
- Facebook @MARKSCHEIDTERASSOCIATES
- Facebook facebook.com
- Facebook @walkerwealthmanagement
- LinkedIn @EATON-FINANCIAL
- LinkedIn @walker-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $417,091,315 | 20 | July 8, 2021 |
| October 2022 | $550,722,956 | 21 | September 19, 2022 |
| October 2023 | $512,575,688 | 22 | March 31, 2023 |
| October 2024 | $624,157,332 | 22 | March 26, 2024 |
| October 2025 | $696,692,392 | 22 | March 25, 2025 |
| October 2026 | $800,938,904 | 22 | September 18, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Tampa, FL.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $696,692,392 to $800,938,904 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PSI Advisors, LLC (CRD 285880): Form ADV filing data as of October 2026.