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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Psi Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Psi Advisors invest in?","answer":"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. 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