PROFESSIONAL ADVISORY SERVICES INC

RIASEC RegisteredEst. 1978

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$1M

Accounts

1,234

Employees

Advisory reps

Firm details

Headquarters: VERO BEACH, Florida
CRD number: 105397
Registered since: October 11, 1978
Website: www.pa-services.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: HNWI80.69%
Individuals15.8%
Pension & Profit Sharing Plans1.61%
Corporations / Businesses1.25%
Charitable Organizations0.65%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Professional Advisory Services Inc. is an independent registered investment adviser that has operated since the late 1970s and focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and runs a discretionary model for the majority of client assets. Its stated preference is equities-led portfolios, with exchange-traded securities forming the backbone of client allocations, supplemented by ETF exposures for tactical diversification and liquidity management. Client mix includes high-net-worth individuals and institutional relationships. The adviser is not an active ESG investor and is structured as an individually owned corporation rather than part of a wirehouse or multi-state advisory network. Its custody relationship is concentrated, which supports consolidated reporting and centralized trade execution for the bulk of assets.