Psi Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1,500 clients last fiscal year.
Psi Advisors reports 1,745 clients. They include 1,141 individual clients, 563 high-net-worth individuals, and 22 corporations and other businesses. Of its assets, 100.0% ($801M across 3,237 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $742M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 36% |
| High-net-worth individuals | 32% | 58% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,141 | $290M | 36.2% | $254K |
| High-net-worth individuals | 563 | $467M | 58.3% | $830K |
| Pension and profit-sharing plans | 15 | $8.1M | 1.0% | $540K |
| Charitable organizations | Fewer than 5 | $413K | 0.1% | $103K |
| Corporations and other businesses | 22 | $35.6M | 4.4% | $1.62M |
| Total | 1,745 | $801M | 100% | — |
- Clients
- 1,141
- Regulatory AUM
- $290M
- AUM share
- 36.2%
- Avg. per client
- $254K
- Clients
- 563
- Regulatory AUM
- $467M
- AUM share
- 58.3%
- Avg. per client
- $830K
- Clients
- 15
- Regulatory AUM
- $8.1M
- AUM share
- 1.0%
- Avg. per client
- $540K
- Clients
- Fewer than 5
- Regulatory AUM
- $413K
- AUM share
- 0.1%
- Avg. per client
- $103K
- Clients
- 22
- Regulatory AUM
- $35.6M
- AUM share
- 4.4%
- Avg. per client
- $1.62M
Total
- Clients
- 1,745
- Regulatory AUM
- $801M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1500
Psi Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Negotiated fixed fees for financial planning, with an annual maximum fee of $15,000 per client.
Brandan Teague owns 50% to 75% of Psi Advisors. The leadership team of Psi Advisors includes Chief Compliance Officer Brandan Teague. It has 22 employees, 12 of them in advisory roles.
Leadership
- Brandan TeagueMember/Chief Compliance Officer
- Mark ScheidterMember/Owner
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 22 employees
- 12 in advisory functions
- 9 state-registered reps
- 7 broker-dealer reps
- 8 insurance agents
- 2 soliciting firms
- Owns 50% to 75% of Psi Advisors, LLC
Brandan Teague
Control person · since August 2026
- Owns 50% to 75% of Psi Advisors, LLC
Mark Scheidter
Control person · since August 2026
Psi Advisors’ regulatory assets grew 1.9× from $417M (July 2021) to $801M (September 2026); clients rose from 1,540 to 1,745 and employees from 20 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $801M | 1,745 | 22 | 4 |
| March 2025 | $697M | 2,168 | 22 | 3 |
| March 2024 | $624M | 1,927 | 22 | 3 |
| March 2023 | $513M | 1,838 | 22 | 4 |
| May 2022 | $551M | 1,592 | 21 | 5 |
| July 2021 | $417M | 1,540 | 20 | 4 |
Besides its headquarters, Psi Advisors has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Florida.
Florida · 3 listed addresses
- 13059 W. Linebaugh Ave., Suite 102, TampaHQ
- 2553 1st Ave N, St. Petersburg
- 3810 Gunn Hwy, Tampa
Other business names
Psi Advisors has reported 5 other business names to the SEC.
- Brandenburg Financial
- Eaton Financial
- Mark Scheidter & Associates
- Teague & Associates
- Walker Wealth Management
Contact and registration details
- Legal name
- Psi Advisors, LLC
- Headquarters
- 13059 W. Linebaugh Ave., Suite 102, Tampa, FL 33626
- Website
- Not reported
- Phone
- 813-444-0337
- SEC file
- 801-108813
- Structure
- Florida LLC
- Fiscal year end
- December
Psi Advisors uses LPL Financial ($742M) as custodian for its separately managed accounts. Psi Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $742M100%
At year end, Psi Advisors’ separately managed accounts were mostly in funds (57%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $430M across 151 positions; the largest are Invesco Qqq (12.6%), State Street (11.2%) and JPMORGAN (6.7%).
What the accounts hold
- Stocks30%
- Funds57%
- Bonds7%
- Cash3%
- Other3%
- Structured products3%
Reported 13F holdings
- $430M
- Reported 13F value
- 151
- Positions
- 54.4%
- In the 10 largest
- +3.1%
- Value vs. prior quarter
- Invesco Qqq · MF Closed And MF Open12.6%
- State Street · MF Closed And MF Open11.2%
- JPMORGAN · MF Closed And MF Open6.7%
- First Trust · MF Closed And MF Open4.5%
- iShares Core · MF Closed And MF Open3.9%
- Pacer US · MF Closed And MF Open3.8%
- First Trust · MF Closed And MF Open3.4%
- State Street · MF Closed And MF Open3.3%
- First Trust · MF Closed And MF Open2.5%
- Principal US · MF Closed And MF Open2.5%
Together, the ten largest are 54.4% of reported value.
How many clients does Psi Advisors have?
Psi Advisors has 1,745 clients and manages $801 million for them, as of September 2026. They include 1,141 individual clients, 563 high-net-worth individuals, and 22 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Psi Advisors offer?
Psi Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Psi Advisors use?
Psi Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $742M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Psi Advisors have?
Psi Advisors has 9 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Psi Advisors invest in?
At the end of its last fiscal year, Psi Advisors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 7% high-yield corporate bonds, 3% cash and equivalents and 3% other. The 3% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Psi Advisors?
Psi Advisors’ direct owners are Brandan Teague (50% to 75%) and Mark Scheidter (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Psi Advisors get paid?
Psi Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Psi Advisors registered with the SEC?
Yes, Psi Advisors has been registered with the SEC as an investment adviser since 3 January 2017. Its CRD number is 285880 and its SEC file number is 801-108813.
Source: Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record
How do I contact Psi Advisors?
Psi Advisors’ main office is at 13059 W. Linebaugh Ave., Suite 102, Tampa, FL 33626. Its phone number is 813-444-0337.