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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PROFESSIONAL ADVISORY SERVICES INC

CRD 105397

VERO BEACH, 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:5ca6e58c-31f4-1c1d-7d38-63f1174831bb

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2026
27 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=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,234
Individual clients: 344
High net worth clients: 252
Custody, client assets: $641M
SEC number: 801-14090
CIK: 894205
CRD: 105397
Filings on the tape: 27
First filed: Mar 30, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, FL
Website: pa-services.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
CAROL LIGON BIEBER	n/a	VERO BEACH, FL	27	28	n/a	no
CHRISTOPHER MICHLER BROWN	n/a	VERO BEACH, FL	25	30	n/a	no
ROBERT NATHAN POLACKWICH	Chartered Financial Analyst	VERO BEACH, FL	24	25	n/a	no
CHRISTOPER R STEELE	Certified Financial Planner	VERO BEACH, FL	18	27	3	no
DAVID ALAN JAFFE	n/a	VERO BEACH, FL	10	34	n/a	no
JORDAN MONROE BIEBER	Chartered Financial Consultant	VERO BEACH, FL	8	11	1	no
JEREMY SCOTT GOLDBERG	Certified Financial Planner\|Chartered Financial Analyst	VERO BEACH, FL	8	10	n/a	no
Kelly SUE Meinders	Certified Financial Planner	VERO BEACH, FL	1	19	1	no
CHRISTOPHER J CONNETT	Chartered Financial Consultant	VERO BEACH, FL	1	15	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
BIEBER, CAROL, LIGON	VICE PRESIDENT/SECRETARY/TREASURER, CLASS A SHAREHOLDER, PARTNER	D	yes	01/2004	Mar 27, 2026	Mar 27, 2026
CONNETT, CHRISTOPHER, J	CHIEF COMPLIANCE OFFICER	Na	yes	01/2026	Mar 27, 2026	Mar 27, 2026
JAFFE, DAVID, ALAN	PRESIDENT, CLASS A SHAREHOLDER, PARTNER	D	yes	01/2004	Mar 27, 2026	Mar 27, 2026

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 27, 2026	$1.3B	$1.3B	13	9	0	n/a	n/a
2024	Mar 31, 2025	$1.2B	$1.2B	14	9	0	n/a	n/a
2023	Mar 29, 2024	$1.1B	$1.1B	13	8	0	n/a	n/a
2022	Mar 29, 2023	$1.0B	$1.0B	13	8	0	n/a	n/a
2021	Mar 31, 2022	$1.2B	$1.2B	13	8	0	n/a	n/a
2020	Mar 31, 2021	$1.1B	$1.1B	8	8	0	n/a	n/a
2019	Mar 31, 2020	$951M	$951M	8	8	0	n/a	n/a
2018	Mar 30, 2019	$799M	$799M	9	9	0	n/a	n/a
2017	Mar 20, 2018	$830M	$830M	7	7	0	n/a	n/a
2016	Mar 9, 2017	$777M	$777M	7	7	n/a	n/a	n/a
2015	Mar 29, 2016	$731M	$731M	8	8	n/a	n/a	n/a
2014	Apr 1, 2015	$741M	$741M	7	7	n/a	n/a	n/a
2013	Mar 31, 2014	$684M	$684M	7	7	n/a	n/a	n/a
2012	Mar 21, 2013	$573M	$573M	7	7	n/a	n/a	n/a
2011	Mar 30, 2012	$513M	$513M	n/a	n/a	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	2	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	$1.3B	$1.2B	4.8%	$1.0B	6.9%	13	14	0	0

Relationships

Registered with (11)

← CHRISTOPHER J CONNETTAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← Kelly SUE MeindersAdvisorregistration: current employment
Dec 22, 2024 to presentfactForm ADV
← JEREMY SCOTT GOLDBERGAdvisorregistration: current employment
Sep 5, 2018 to presentfactForm ADV
← JORDAN MONROE BIEBERAdvisorregistration: current employment
Aug 28, 2018 to presentfactForm ADV
← DAVID ALAN JAFFEAdvisorregistration: current employment
Mar 22, 2016 to presentfactForm ADV
← CHRISTOPER R STEELEAdvisorregistration: current employment
Dec 5, 2007 to presentfactForm ADV
← ROBERT NATHAN POLACKWICHAdvisorregistration: current employment
Mar 21, 2002 to presentfactForm ADV
← CHRISTOPHER MICHLER BROWNAdvisorregistration: current employment
Jan 26, 2001 to presentfactForm ADV
← CAROL LIGON BIEBERAdvisorregistration: current employment
May 5, 1999 to presentfactForm ADV
← Donald Hamilton SienkiewiczAdvisorregistration: previous registration
Jun 19, 2024 to Jul 7, 2025factForm ADV
← Devin Ashlee ReedAdvisorregistration: previous registration
Feb 3, 2016 to Feb 13, 2017factForm ADV

Controls (2)

← JAFFE, DAVID, ALANOwnerPRESIDENT, CLASS A SHAREHOLDER, PARTNER, ownership code D, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← BIEBER, CAROL, LIGONOwnerVICE PRESIDENT/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER, CLASS A SHAREHOLDER, PARTNER, ownership code D, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
Donald Hamilton Sienkiewicz left Professional Advisory Services Inc for J.R. Prunier Capital Management Llc (registered 2026-01-05)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Mcgarvey Ken Ligon (Vice President, Class A Shareholder, Partner) no longer on Schedule A of Professional Advisory Services Inc (listed 2023-03-29, absent 2024-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ca6e58c-31f4-1c1d-7d38-63f1174831bb
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 months 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.

PROFESSIONAL ADVISORY SERVICES INC

CRD 105397

VERO BEACH, 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:5ca6e58c-31f4-1c1d-7d38-63f1174831bb

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CAROL LIGON BIEBER

n/a

VERO BEACH, FL

n/a

CHRISTOPHER MICHLER BROWN

n/a

VERO BEACH, FL

n/a

ROBERT NATHAN POLACKWICH

Chartered Financial Analyst

VERO BEACH, FL

n/a

CHRISTOPER R STEELE

Certified Financial Planner

VERO BEACH, FL

DAVID ALAN JAFFE

n/a

VERO BEACH, FL

n/a

JORDAN MONROE BIEBER

Chartered Financial Consultant

VERO BEACH, FL

JEREMY SCOTT GOLDBERG

Certified Financial Planner|Chartered Financial Analyst

VERO BEACH, FL

n/a

Kelly SUE Meinders

Certified Financial Planner

VERO BEACH, FL

CHRISTOPHER J CONNETT

Chartered Financial Consultant

VERO BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BIEBER, CAROL, LIGON

VICE PRESIDENT/SECRETARY/TREASURER, CLASS A SHAREHOLDER, PARTNER

yes

01/2004

Mar 27, 2026

CONNETT, CHRISTOPHER, J

CHIEF COMPLIANCE OFFICER

yes

01/2026

Mar 27, 2026

JAFFE, DAVID, ALAN

PRESIDENT, CLASS A SHAREHOLDER, PARTNER

yes

01/2004

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.3B

n/a

2024

Mar 31, 2025

$1.2B

n/a

2023

Mar 29, 2024

$1.1B

n/a

2022

Mar 29, 2023

$1.0B

n/a

2021

Mar 31, 2022

$1.2B

n/a

2020

Mar 31, 2021

$1.1B

n/a

2019

Mar 31, 2020

$951M

n/a

2018

Mar 30, 2019

$799M

n/a

2017

Mar 20, 2018

$830M

n/a

2016

Mar 9, 2017

$777M

n/a

2015

Mar 29, 2016

$731M

n/a

2014

Apr 1, 2015

$741M

n/a

2013

Mar 31, 2014

$684M

n/a

2012

Mar 21, 2013

$573M

n/a

2011

Mar 30, 2012

$513M

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

$1.3B

$1.2B

4.8%

$1.0B

6.9%