Karl Allen Lehman

Employer firm

Psi Capital Management CRD 117105

$385M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 05/2018
  Pilot Capital Management, Inc.
  Hanover, PA
• 05/2018 → Present
  Psi Capital Management
  Lancaster, PA
• 08/2015 → Present
  Rlh Cpa'S & Business Advisors, Llc
  Hanover, PA

Previous Registrations

• 2009-09-18 → 2018-06-01
  Pilot Capital Management, Inc.
  Hanover, PA
• 2000-11-27 → 2014-02-28
  Main Street Advisors, Llc
  Westminster, MD

Other Businesses

RLH CPA's & Business Advisors, LLC (formerly Rager, Lehman & Houck, P.C.) Non-investment related. Hanover, PA. Managing Partner and CPA. 1980-Present.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22