← Directory
PROFESSIONAL ADVISORY SERVICES INC
CRD 105397File 801-14090
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.26B
Above cohort median (national)
Discretionary AUM
$1.26B
Clients
622
1,234 accounts
Employees
13
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 11, 1978
- Principal office
- 2770 INDIAN RIVER BLVD, SUITE 204, VERO BEACH, FL, 32960
- Phone
- 772-778-0552
- Website
- HTTPS://WWW.PA-SERVICES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.26B
- Discretionary AUM
- $1.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,234
- Non-discretionary accounts
- 0
- Total accounts
- 1,234
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $15.7M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 10 | $8.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 252 | $1.02B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 6 | $20.3M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 344 | $198.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2026 | Clients | 641 | 622 | decreased by19 |
| Apr 1, 2026 | AUM | $1,201,355,718 | $1,258,746,450 | increased by$57,390,732 |
| Apr 1, 2026 | Accounts | 1,245 | 1,234 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 577 | 641 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,197,042,297 | $1,201,355,718 | increased by$4,313,421 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,087 | 1,245 | increased by158 |
| Apr 1, 2022 | Employees | 8 | 13 | increased by5 |
| Apr 1, 2022 | Clients | 545 | 577 | increased by32 |
| Apr 1, 2022 | AUM | $1,050,829,050 | $1,197,042,297 | increased by$146,213,247 |
| Apr 1, 2022 | Accounts | 1,009 | 1,087 | increased by78 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROFESSIONAL ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROFESSIONAL ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.