Psi Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 18, 2026, reports $385M in regulatory assets under management, 11 employee, 3 offices, and 1,414 accounts.
Assets Under Management
$385M
Employees
11
Offices
3 offices
Total Clients
514
Primary office
LANCASTER, PA
147 NORTH SHIPPEN STREET, LANCASTER, PA, United States
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
409
2
HNWI
18.3%
94
3
Corporations
1.4%
7
4
Charitable
0.8%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$385Mas of March 18, 2026
Discretionary99.4%
$383M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$385M
Total Accounts1,414
10Y AUM Change+$277M (+256.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee47:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.