PSI ADVISORS, LLC

CRD 285880File 801-108813

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$800.9M

Above cohort median (national)

Discretionary AUM

$800.9M

Clients

1,745

3,237 accounts

Employees

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 STE. 102, TAMPA, FL, 33626
Phone: (813)343-3860
Website: HTTP://WWW.ERICEATONFINANCIAL.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.