Psi Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 20, 2026, reports $801M in regulatory assets under management, 22 employees, 2 offices, and 3,237 accounts.
Assets Under Management
$801M
Employees
22
Offices
2 offices
Total Clients
1,745
Primary office
TAMPA, FL
13059 W. LINEBAUGH AVE STE. 102, TAMPA, FL, United States
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
1,141
2
HNWI
32.3%
563
3
Corporations
1.3%
22
4
Pension Plans
0.9%
15
5
Charitable
0.2%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$801Mas of March 20, 2026
Discretionary100.0%
$801M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$801M
Total Accounts3,237
10Y AUM Change+$688M (+609.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee79:1
10Y Employee Change+19 (+633.3%)
* 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.