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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PSI ADVISORS, LLC

CRD 285880

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0798d97f-ae9c-1e49-68a0-8ab05c02cc48

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 0
Observed: Dec 6, 2016 to Sep 18, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=7.0
Regulatory AUM: $801MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $801M
Private client RAUM: $757MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $72.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,237
Individual clients: 1,141
High net worth clients: 563
SEC number: 801-108813
CRD: 285880
Filings on the tape: 44
First filed: Dec 6, 2016
Latest filed: Sep 18, 2026
Organised: Limited Liability Company, FL
Website: ericeatonfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK DAVID SCHEIDTER	Certified Financial Planner	TAMPA, FL	7	28	2	yes
ERIC DAMIEN EATON	n/a	TAMPA, FL	7	28	2	yes
BRANDAN STEVEN TEAGUE	n/a	Tampa, FL \| TAMPA, FL	7	16	2	yes
ALEXANDER LEE MISARTI	Certified Financial Planner	TAMPA, FL	7	11	2	yes
JOSHUA ALAN ZIMMERMAN	n/a	TAMPA, FL	7	12	2	yes
Christopher Steven Ferrell	n/a	TAMPA, FL	7	11	3	yes
MARCUS ALLEN BRANDENBURG	n/a	TRINITY, FL \| TAMPA, FL	7	29	6	yes
Bryan J Casale	n/a	Tampa, FL \| TAMPA, FL	5	10	n/a	no
YALE WILLIAM WALKER	n/a	St Petersburg, FL	1	14	n/a	no
Jeremy C Martin	n/a	TAMPA, FL	0	11	n/a	yes
Savannah Elaine Sevor	n/a	TAMPA, FL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EATON, ERIC, DAMIEN	MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	10/2016	Dec 6, 2016	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EFS INSURANCE	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. PETERSBURG	FL	United States	2	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$801M	$801M	22	12	2	n/a	n/a
2024	Mar 25, 2025	$697M	$697M	22	12	2	n/a	n/a
2023	Feb 19, 2024	$624M	$624M	22	13	2	n/a	n/a
2022	Mar 31, 2023	$513M	$513M	22	13	3	n/a	n/a
2021	Mar 31, 2022	$551M	$551M	20	15	3	n/a	n/a
2020	Mar 17, 2021	$417M	$417M	20	15	2	n/a	n/a
2019	Mar 26, 2020	$355M	$355M	9	8	2	n/a	n/a
2018	Mar 31, 2019	$341M	$241M	19	9	1	n/a	n/a
2017	Mar 30, 2018	$178M	$145M	4	4	1	n/a	n/a
2016	Mar 29, 2017	$113M	$108M	3	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$801M	$697M	15.0%	$513M	16.0%	22	22	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRINCIPAL SECURITIES, INC.	3	Mar 7, 2018	Mar 9, 2018	TAMPA, FL	Team lift out	Other	0.3%

Relationships

Registered with (14)

← Savannah Elaine SevorAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← Jeremy C MartinAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← YALE WILLIAM WALKERAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Bryan J CasaleAdvisorregistration: current employment
Jul 27, 2021 to presentfactForm ADV
← MARCUS ALLEN BRANDENBURGAdvisorregistration: current employment
Apr 12, 2019 to presentfactForm ADV
← Christopher Steven FerrellAdvisorregistration: previous registration
Mar 9, 2018 to Dec 31, 2018factForm ADV
← JOSHUA ALAN ZIMMERMANAdvisorregistration: previous registration
Nov 27, 2017 to Dec 31, 2018factForm ADV
← ALEXANDER LEE MISARTIAdvisorregistration: previous registration
Mar 5, 2018 to Dec 31, 2018factForm ADV
← ERIC DAMIEN EATONAdvisorregistration: previous registration
Jan 11, 2017 to Dec 31, 2018factForm ADV
← BRANDAN STEVEN TEAGUEAdvisorregistration: previous registration
Jan 18, 2017 to Dec 31, 2018factForm ADV
← MARK DAVID SCHEIDTERAdvisorregistration: previous registration
Mar 8, 2018 to Dec 31, 2018factForm ADV
← BROOKS MATTHEW WALLINGTONAdvisorregistration: previous registration
Feb 13, 2019 to Feb 5, 2025factForm ADV
← Michele Joi DelSordoAdvisorregistration: previous registration
Feb 11, 2019 to Dec 23, 2020factForm ADV
← Shane M WorkmanAdvisorregistration: previous registration
Mar 15, 2019 to May 20, 2019factForm ADV

Controls (1)

← EATON, ERIC, DAMIENOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 6, 2016 to Nov 20, 2024factForm ADV

Moved with (1)

← PRINCIPAL SECURITIES, INC.Registered adviser3 advisors, team lift out, same day
Mar 7, 2018 to Mar 9, 2018factForm ADV

Dated events

Occurred
Feb 5, 2025
Advisor changed firm
Brooks Matthew Wallington left Psi Advisors, Llc for Lpl Financial Llc (registered 2025-02-19)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Psi Advisors, Llc reported RAUM $550.7M, up 32% from $417.1M (2021-07-08 to 2022-03-31)
Form ADVobserved 6 days ago
$134M
Occurred
Jan 28, 2021
Control person left
Joi Michele Delsordo (Elected Manager; Chief Compliance Officer) no longer on Schedule A of Psi Advisors, Llc (listed 2020-11-11, absent 2021-01-28)
Form ADVobserved 6 days ago
Occurred
Jul 25, 2018
Regulatory AUM changed
Psi Advisors, Llc reported RAUM $323.3M, up 82% from $177.8M (2018-03-30 to 2018-07-25)
Form ADVobserved 6 days ago
$145M
Occurred
Dec 6, 2016
First Form ADV filing
Psi Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0798d97f-ae9c-1e49-68a0-8ab05c02cc48
First observed: Dec 6, 2016
Last observed: Sep 18, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PSI ADVISORS, LLC

CRD 285880

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0798d97f-ae9c-1e49-68a0-8ab05c02cc48

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK DAVID SCHEIDTER

Certified Financial Planner

TAMPA, FL

yes

ERIC DAMIEN EATON

n/a

TAMPA, FL

yes

BRANDAN STEVEN TEAGUE

n/a

Tampa, FL | TAMPA, FL

yes

ALEXANDER LEE MISARTI

Certified Financial Planner

TAMPA, FL

yes

JOSHUA ALAN ZIMMERMAN

n/a

TAMPA, FL

yes

Christopher Steven Ferrell

n/a

TAMPA, FL

yes

MARCUS ALLEN BRANDENBURG

n/a

TRINITY, FL | TAMPA, FL

yes

Bryan J Casale

n/a

Tampa, FL | TAMPA, FL

n/a

YALE WILLIAM WALKER

n/a

St Petersburg, FL

n/a

Jeremy C Martin

n/a

TAMPA, FL

n/a

yes

Savannah Elaine Sevor

n/a

TAMPA, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EATON, ERIC, DAMIEN

MEMBER/CHIEF COMPLIANCE OFFICER

yes

10/2016

Dec 6, 2016

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EFS INSURANCE

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. PETERSBURG

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$801M

n/a

2024

Mar 25, 2025

$697M

n/a

2023

Feb 19, 2024

$624M

n/a

2022

Mar 31, 2023

$513M

n/a

2021

Mar 31, 2022

$551M

n/a

2020

Mar 17, 2021

$417M

n/a

2019

Mar 26, 2020

$355M

n/a

2018

Mar 31, 2019

$341M

$241M

n/a

2017

Mar 30, 2018

$178M

$145M

n/a

2016

Mar 29, 2017

$113M

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$801M

$697M

15.0%

$513M

16.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRINCIPAL SECURITIES, INC.

Mar 7, 2018

Mar 9, 2018

TAMPA, FL

Team lift out

Other

0.3%