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- Custodian
- BNY Mellon · Broadridge · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Element valueInsight +more
- Established Date
- 10-11-1978
- Office Locations
- 1
Office Locations
About Professional Advisory Services INC
Professional Advisory Services, Inc. (PASI) is a Vero Beach, FL investment advisory founded in 1977 and still family-run, led by the second generation of the Ligons and Jaffes. The firm provides investment management and financial planning, including estate, retirement plan, insurance, and portfolio construction support, serving both retail and institutional clients (including business owners). Portfolios emphasize disciplined investing with significant use of ETFs and investment-grade corporate bonds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
CAROL LIGON BIEBER
Advisor, PARTNER, Secretary, TREASURER, VICE PRESIDENT
- CRD
- #3195212
- Ownership
- 50% but less than 75%
DAVID ALAN JAFFE
PARTNER, President
- CRD
- #2314921
- Ownership
- 50% but less than 75%
Peak element
Summit focus
- CRD
- #51245
- Ownership
- 49.6%
Showing 2 of 3 owners & executives
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JORDAN MONROE BIEBER
Portfolio Manager
- CRD
- #6441562
CHRISTOPHER MICHLER BROWN
Portfolio Manager
- CRD
- #2559554
Value momentum
Summit alpha element
- CRD
- #74528
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,258,746,450 | $1,020,054 |
| Non-Discretionary | $0 | -- |
| Total | $1,258,746,450 | $1,020,054 |
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Separately Managed Accounts
Total SMA Asset: $1,258,746,450
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $841,344,659 | 15.9% |
| Corporate - Investment Grade | $1,047,712,217 | 19.8% |
| Public Funds | $799,012,852 | 15.1% |
| Cash | $1,084,752,548 | 20.5% |
| Municipal Bonds | $1,518,653,567 | 28.7% |
| Total | $5,291,475,843 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER FOUNDATION | MOMENTUM INSIGHT | U2LZSNAE2 | ZNLQU | 6.23% | $83,256,818 |
| TIMBER RIDGE | HARBOR BEACON | 3JV14RE95 | PYXEA | 7.48% | $26,577,368 |
| GLACIER FUSION RADIAL | UNISON RADIAL | OT29B5AN7 | LPIZL | 12.01% | $81,243,402 |
| UNISON MERIDIAN TIMBER | RIDGE VALUE | 3PI40DGJP | ZVJVE | 1.92% | $101,319,934 |
| NORTH EAGLE | OPTIMA FOUNDATION | WZLE7W8P5 | STZN | 10.62% | $115,121,082 |
| BEACON OPTIMA ATLAS | SUMMIT FOUNDATION | VTPE38H1B | FED | 3.58% | $99,507,705 |
| HARBOR SUMMIT | ATLAS SUMMIT | W3Y4D84UL | BTKWE | 9.25% | $30,508,473 |
| PEAK OAK | ZENITH INSIGHT | Q2MHST13G | ERI | 7.72% | $78,936,841 |