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PSI ADVISORS, LLC
CRD 285880File 801-108813
APPROVED
Retail clients
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$800.9M
Above cohort median (national)
Discretionary AUM
$800.9M
Clients
1,745
3,237 accounts
Employees
22
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 3, 2017
- Principal office
- 13059 W. LINEBAUGH AVE., SUITE 102, TAMPA, FL, 33626
- Phone
- 813-444-0337
- Website
- https://www.brgfin.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $800.9M
- Discretionary AUM
- $800.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,237
- Non-discretionary accounts
- 0
- Total accounts
- 3,237
- AUM per client
- $459K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $35.6M |
| Charitable organizations | Fewer than 5 | $413K |
| High net worth individuals | 563 | $467.1M |
| Pension and profit sharing plans | 15 | $8.1M |
| Individuals (other than high net worth individuals) | 1,141 | $289.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 | 2,168 | 1,745 | decreased by423 |
| Apr 1, 2026 | AUM | $696,692,392 | $800,938,904 | increased by$104,246,512 |
| Apr 1, 2026 | Accounts | 3,249 | 3,237 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 22 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,592 | 2,168 | increased by576 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $550,722,956 | $696,692,392 | increased by$145,969,436 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,430 | 3,249 | increased by819 |
| Jun 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Clients | 1,540 | 1,592 | increased by52 |
| Apr 1, 2022 | AUM | $417,091,315 | $550,722,956 | increased by$133,631,641 |
| Apr 1, 2022 | Accounts | 2,159 | 2,430 | increased by271 |
| 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 “PSI ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PSI ADVISORS” 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.