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- Custodian
- Charles Schwab & Company · LPL Financial · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 4
Office Locations
About PSI Advisors, LLC
PSI Advisors is an independent RIA serving individual investors and business owners with independent, objective advice. The firm provides financial planning, portfolio construction, and ongoing asset management, including retirement and business-succession planning and insurance guidance. Investment implementation commonly uses diversified asset allocation across ETFs, mutual funds, and fixed income, with socially responsible options; custody available via Schwab and LPL.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
ERIC DAMIEN EATON
Chief Compliance Officer
- CRD
- #2938571
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARCUS ALLEN BRANDENBURG
President
- CRD
- #2899667
Bryan J Casale
Wealth Advisor
- CRD
- #7359698
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,938,904 | $247,432 |
| Non-Discretionary | $0 | -- |
| Total | $800,938,904 | $247,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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