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PSI CAPITAL MANAGEMENT

LANCASTER, PA · CRD 117105 · IAPD ↗ · 717-207-7123

$384.8MRegulatory AUM
7Advisory reps
11Employees
2Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — PSI CAPITAL MANAGEMENT now reports custody of client assets ($85.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.