James Wesley Balthaser

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

Previous Registrations

• 2009-09-18 → 2018-06-01
  Pilot Capital Management, Inc.
  Hanover, PA
• 2001-07-17 → 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. Member, Treasurer, CPA. 2001-Present. RLH Hanover Real Estate, LLC, 195 Stock Street, Suite 311, Hanover, PA 17331: Member/Treasurer; 16.67% ownership; Owner-Occupied investment real estate; Started 12/07/2005; 2-3 hours/month; Management/Treasurer duties. RLH Westminster Real Estate, LLC, 205 E. Main Street, Westminster, MD 21157: Member/Treasurer; 16.67% ownership; Owner-Occupied investment real estate; Started 12/20/2005; 2-3 hours/month; Management/Treasurer duties. RLH EPBCA Real Estate, LLC, 195 Stock Street, Suite 311, Hanover, PA 17331: Member/Treasurer; 33.33%; investment real estate; Started 12/07/2005; 1-2 hours/month; Management/Treasurer duties. RLH Holdings, LLC, 195 Stock Street, Suite 311, Hanover, PA 17331: Member/Treasurer; 16.67% ownership; Holds life insurance policies for CPA firm & real estate partnership buy-outs and collects referral fees from affiliation with Pilot Capital Management, Inc. and successor firm , PSI Capital Management ; Started 01/01/2003; 1-2 hours/month; Management/Treasurer duties. RLH PC Liquidation Trust, 195 Stock Street, Suite 311, Hanover, PA 17331: Member/Treasurer; 20.0% beneficiary; Collection of old accounts receivable from former CPA firm; Started 5/31/2016; 1-2 hours/month; Management duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-29
• S63 Uniform Securities Agent State Law Examination
  2000-02-11