Key facts
- PSI CAPITAL MANAGEMENT is a other based in LANCASTER, PA.
- PSI CAPITAL MANAGEMENT reports $360K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 117105- Regulatory AUM
- $360K
- Private fund assets
- —
- Private funds
- —
- Staff
- 11
- Registered office
- LANCASTER, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PLANNING STRATEGIES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PSI CAPITAL MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PSI CAPITAL MANAGEMENT's AUM?
- PSI CAPITAL MANAGEMENT manages approximately $360K in assets.