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Psi Capital Management CRD 117105
$385M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
147 North Shippen Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-01 |
| PA | RA | APPROVED | 2018-04-16 |
Branch Locations
107 N Front Street Suite 112, Harrisburg, PA 17101 • United States
195 Stock Street Ste 124, Hanover, PA 17331 • United States
147 North Shippen Street, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pilot Capital Management, Inc | Hanover | PA | 01/2009 | 05/2018 |
| Psi Capital Management | Lancaster | PA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-29 |
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