# PSI Capital Management

> PSI Capital Management is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 117105
- Filed as: PSI CAPITAL MANAGEMENT
- Legal name: Planning Strategies, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117105
- AdvisorCensus page: https://advisorcensus.com/firm/psi-capital-management-lancaster-pa-117105

## Quick answers

**How is PSI Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), PSI Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does PSI Capital Management charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $1,000 to $2,500 (financial planning and consulting services); Hourly rate: $400 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is PSI Capital Management located?**
PSI Capital Management's principal office is in Lancaster, PA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is PSI Capital Management registered with the SEC or a state?**
PSI Capital Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 117105.

**How much does PSI Capital Management manage?**
PSI Capital Management reports $384,836,994 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**How have PSI Capital Management's assets and staff changed since 2021?**
In the Form ADV data for PSI Capital Management: Regulatory assets under management: $222,563,678 in the October 2021 data and $384,836,994 in the October 2026 data, up 73%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PSI Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (409); high net worth individuals (94); corporations or other businesses not listed above (7).

**Which custodians does PSI Capital Management use?**
PSI Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does PSI Capital Management 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/117105

**What changed in PSI Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $348,126,021 to $384,836,994 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Flat fee: $1,000 to $2,500 (financial planning and consulting services)

> These fees are negotiable, but generally range from $1,000 - $2,500 on a fixed fee basis and/or up to $400 on an hourly rate basis, depending upon the level and scope of the services

- Hourly rate: $400 an hour (financial planning and consulting services)

> These fees are negotiable, but generally range from $1,000 - $2,500 on a fixed fee basis and/or up to $400 on an hourly rate basis, depending upon the level and scope of the services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $384,836,994
- Discretionary: $382,719,829
- Non-discretionary: $2,117,165

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 409 | $146,426,551 |
| High net worth individuals | 94 | $229,746,352 |
| Charitable organizations | 4 | $2,478,591 |
| Corporations or other businesses not listed above | 7 | $6,185,500 |

### 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MD, NC, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Camp Hill, PA
- Hanover, PA
- Hershey, PA

### Websites listed on Form ADV (Item 1.I)
- [visitpsionline.com](https://visitpsionline.com)
- Facebook @PSICapitalManagement
- LinkedIn @psicapitalmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,563,678 | 12 | March 16, 2021 |
| October 2022 | $262,368,097 | 13 | August 31, 2022 |
| October 2023 | $242,653,310 | 12 | March 3, 2023 |
| October 2024 | $287,136,320 | 10 | March 7, 2024 |
| October 2025 | $348,126,021 | 8 | March 27, 2025 |
| October 2026 | $384,836,994 | 11 | March 18, 2026 |

Regulatory assets under management: $222,563,678 in the October 2021 data and $384,836,994 in the October 2026 data, up 73%.
Total employees: 12 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $348,126,021 to $384,836,994 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PSI Capital Management (CRD 117105): Form ADV filing data as of October 2026.