RIA Intelligence

PLANNING STRATEGIES, INC.

Legal name: PSI CAPITAL MANAGEMENT

CRD #117105 SEC #801-112684 LANCASTER, PA 717-207-7123
SEC Registered
Total AUM
$348.1M
Discretionary
$346.1M
Employees
8
Clients
--
Accounts
1,344

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STAUB, GREGORY, CYRILICIONA
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
STAUB, MATTHEW, CYRILICOONA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
ZOOK, VANESSA, MARIEICREATIVE DIRECTORNA Control
MITCHELL, STEVEN, MARKICFO/COOD Control
MITCHELL, STEVEN, MARKICFO/COOD Control
SMITH, SCOTT, GLENNICCOD Control
SMITH, SCOTT, GLENNICCO/CIOD Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFO/COOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
MITCHELL, STEVEN, MARKICFOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
SMITH, SCOTT, GLENNICCOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, GREGORY, CYRILICIOC Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
STAUB, MATTHEW, CYRILICOOB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control
ZOOK, VANESSA, MARIEIHUMAN RESOURCE OFFICERB Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (6)

FL MD NC PA TX VA

Address

147 NORTH SHIPPEN STREET
LANCASTER, PA 17602
United States
Phone: 717-207-7123