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PSC FINANCIAL LLC
CRD 172054File 801-120763
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$135.1M
Bottom 25% of cohort (national)
Discretionary AUM
$135.1M
Clients
111
228 accounts
Employees
3
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 12, 2021
- Principal office
- 7900 INTERNATIONAL DRIVE, SUITE 1075, BLOOMINGTON, MN, 55425
- Phone
- 952-777-3955
- Website
- HTTP://WWW.PSCFINANCIAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.1M
- Discretionary AUM
- $135.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 228
- Non-discretionary accounts
- 0
- Total accounts
- 228
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $15.6M |
| High net worth individuals | 36 | $87.3M |
| Individuals (other than high net worth individuals) | 72 | $32.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | Clients | 109 | 111 | increased by2 |
| Apr 1, 2026 | AUM | $129,103,050 | $135,074,412 | increased by$5,971,362 |
| Apr 1, 2026 | Accounts | 222 | 228 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 109 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,300,423 | $129,103,050 | increased by$6,802,627 |
| Apr 1, 2022 | Clients | 106 | 112 | increased by6 |
| Apr 1, 2022 | AUM | $117,341,000 | $122,300,423 | increased by$4,959,423 |
| Apr 1, 2022 | Accounts | 216 | 222 | increased by6 |
| May 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 “PSC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PSC FINANCIAL” 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.