PSI Capital Management
Firm details
- Headquarters
- Lancaster, Pennsylvania
- CRD number
- 117105
- Registered since
- March 23, 2018
- Website
- www.visitpsionline.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.7%
- Individuals38.05%
- Corporations / Businesses1.61%
- Charitable Organizations0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
PSI Capital Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2018. The firm is individually owned and serves a mix of individual and family clients alongside institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Fee arrangements are flexible and include a percentage of assets under management, hourly rates, and fixed fees. PSI does not present itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities37%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2
Matthew Staub
Partner & Chief Operations OfficerCRD 5927776
Scott Smith
Managing Partner and Chief Compliance OfficerCRD 2123979
Contacts
3 of 8
Bryce Brennan
Associate Financial AdvisorCRD 7648245
James Balthaser
Investment Advisor RepresentativeCRD 4088364
Gregory Staub
Financial AdvisorCRD 1355080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 213Active vs passive
$137M in ETFs
90%
$123M
8%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $26.3M | 205,539 | 19.11% |
Location
Lancaster, PA
Lancaster
Location
Lancaster, PA
Headquartered in Lancaster, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 147 N Shippen St
- Time zone
- ET (UTC-5)
- Office locations
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