DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Psi Advisors, LLC
Latest filing Mar 20, 2026
First filing on the tape Dec 6, 2016 · 43 filings
SEC status approved since Jan 3, 2017
RAUM
$801M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$757M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$72.8M
derived; firm RAUM over IAPD count
Employees
22
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$801M as of Mar 20, 2026
Mar 29, 2017$113M then
HNW client RAUM$467M as of Mar 20, 2026
Mar 30, 2018$38.1M then
State-registered IARs (5.B.3)9 as of Mar 20, 2026
Mar 29, 20173 then
Employees (5.A)22 as of Mar 20, 2026
Mar 29, 20173 then
Private funds: no history
RAUM +15% over the last fiscal year+16% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $72.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 155derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $829,640derivedHNW RAUM over HNW clients
- Average account
- $247,432derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 3.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -20%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Wrap fee program
- $742MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$467M58%
- Individuals$290M36%
- Corporations and businesses$35.6M4.4%
- Pension and profit-sharing plans$8.1M1.0%
- Charitable organizations$413,3190.1%
- Individual clients
- 1,141reported
- HNW clients
- 563reported
- Pension plan clients
- 15reported
- Charitable clients
- 4reported
- Accounts
- 3,237reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mark David ScheidterCertified Financial Planner | Tampa, Fl | Feb 7, 2019 | 28 y | 2 |
| Brandan Steven Teague | Tampa, Fl | Feb 8, 2019 | 16 y | 2 |
| Eric Damien Eaton | Tampa, Fl | Feb 8, 2019 | 28 y | 2 |
| Alexander Lee MisartiCertified Financial Planner | Tampa, Fl | Feb 11, 2019 | 11 y | 2 |
| Joshua Alan Zimmerman | Tampa, Fl | Feb 12, 2019 | 12 y | 2 |
| Christopher Steven Ferrell | Tampa, Fl | Mar 15, 2019 | 11 y | 3 |
| Marcus Allen Brandenburg | Trinity, Fl | Apr 12, 2019 | 29 y | 6 |
| Bryan J Casale | Tampa, Fl | Jul 27, 2021 | 10 y | 0 |
| Yale William Walker | St Petersburg, Fl | Jan 2, 2025 | 14 y | 0 |
| Jeremy C Martin | Tampa, Fl | Jan 14, 2026 | 11 y | 0 |
| Savannah Elaine Sevor | Tampa, Fl | Feb 17, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Brooks Matthew Wallington to LPL Financial LLCFeb 5, 2025 · RIA to affiliated broker-dealer or bank
- Michele Joi Delsordo to J. W. Cole Advisors, Inc.Dec 23, 2020 · RIA to RIA
- Shane M Workman to Transamerica Retirement Advisors, LLCMay 20, 2019 · RIA to affiliated broker-dealer or bank
Joined, latest
- Marcus Allen Brandenburg from Independent Financial PartnersApr 12, 2019 · Affiliated broker-dealer or bank to independent RIA
- Christopher Steven Ferrell from Principal Securities, Inc.Mar 9, 2018 · Other
- Mark David Scheidter from Principal Securities, Inc.Mar 8, 2018 · Other
- Alexander Lee Misarti from Principal Securities, Inc.Mar 5, 2018 · Other
- Joshua Alan Zimmerman from Principal Securities, Inc.Nov 27, 2017 · Other
- Brooks Matthew Wallington from Principal Securities, Inc.Jul 5, 2017 · Other
- Brandan Steven Teague from Principal Securities, Inc.Jan 18, 2017 · Other
- Eric Damien Eaton from Principal Securities, Inc.Jan 11, 2017 · Other
- Michele Joi Delsordo from LPL Financial LLCJan 10, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Principal Securities, Inc.Mar 7, 2018 · Tampa, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Damien Eric Eaton · Member/Chief Compliance Officercontrolsince 10/2016 · owns 75% or more
Related persons
Schedule D 7.A
- Efs Insurancereal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tampa, Fl · principal | 10 | 2 | 0 | ||
| St Petersburg, Fl | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Petersburg, FL2 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 20, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $696,692,392 to $800,938,904, advisors 9 to 9, private clients 2131 to 1704, offices 2 to 2 (2025-03-25 to 2026-03-20)peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 3,249 to 3,237Oct 17, 2025 to Mar 20, 2026
- Charity clients · unset to 4.0Oct 17, 2025 to Mar 20, 2026
- Corporate clients · 24 to 22Oct 17, 2025 to Mar 20, 2026
- HNW clients · 531 to 563Oct 17, 2025 to Mar 20, 2026
- Individual clients · 1,600 to 1,141Oct 17, 2025 to Mar 20, 2026
- Pension plan clients · 13 to 15Oct 17, 2025 to Mar 20, 2026
- Discretionary RAUM · $697M to $801MOct 17, 2025 to Mar 20, 2026
- HNW RAUM · $397M to $467MOct 17, 2025 to Mar 20, 2026
- Individual RAUM · $262M to $290MOct 17, 2025 to Mar 20, 2026
- Pension RAUM · $8.9M to $8.1MOct 17, 2025 to Mar 20, 2026
- RAUM · $697M to $801MOct 17, 2025 to Mar 20, 2026
- Accounts · 3,025 to 3,249Nov 20, 2024 to Mar 25, 2025
- Advisory employees · 13 to 12Nov 20, 2024 to Mar 25, 2025
- BD registered reps · 8 to 7Nov 20, 2024 to Mar 25, 2025
- Charity clients · 3.0 to unsetNov 20, 2024 to Mar 25, 2025
- Corporate clients · 21 to 24Nov 20, 2024 to Mar 25, 2025
- HNW clients · 489 to 531Nov 20, 2024 to Mar 25, 2025
- Individual clients · 1,389 to 1,600Nov 20, 2024 to Mar 25, 2025
- Pension plan clients · 25 to 13Nov 20, 2024 to Mar 25, 2025
- Financial planning clients · More than 500 to More than 500Nov 20, 2024 to Mar 25, 2025
- State-registered IARs · 10 to 9Nov 20, 2024 to Mar 25, 2025
- Discretionary RAUM · $624M to $697MNov 20, 2024 to Mar 25, 2025
- HNW RAUM · $328M to $397MNov 20, 2024 to Mar 25, 2025
- Individual RAUM · $231M to $262MNov 20, 2024 to Mar 25, 2025
- Pension RAUM · $43.1M to $8.9MNov 20, 2024 to Mar 25, 2025
- RAUM · $624M to $697MNov 20, 2024 to Mar 25, 2025
- Accounts · 2,828 to 3,025Oct 24, 2023 to Feb 19, 2024
- Corporate clients · 20 to 21Oct 24, 2023 to Feb 19, 2024
- HNW clients · 442 to 489Oct 24, 2023 to Feb 19, 2024
- Individual clients · 1,350 to 1,389Oct 24, 2023 to Feb 19, 2024
- Pension plan clients · 23 to 25Oct 24, 2023 to Feb 19, 2024
- Other offices · 3 to 2Oct 24, 2023 to Feb 19, 2024
- Discretionary RAUM · $513M to $624MOct 24, 2023 to Feb 19, 2024
- HNW RAUM · $255M to $328MOct 24, 2023 to Feb 19, 2024
- Individual RAUM · $203M to $231MOct 24, 2023 to Feb 19, 2024
- Pension RAUM · $40.8M to $43.1MOct 24, 2023 to Feb 19, 2024
- RAUM · $513M to $624MOct 24, 2023 to Feb 19, 2024
- Wrap assets (manager) · $463M to $0Mar 31, 2023 to Oct 24, 2023
- Accounts · 2,430 to 2,828Oct 25, 2022 to Mar 31, 2023
- Advisory employees · 16 to 13Oct 25, 2022 to Mar 31, 2023
Signals
5 dated events
- Brooks Matthew Wallington left Psi Advisors, Llc for Lpl Financial Llc (registered 2025-02-19)Feb 5, 2025 · Advisor changed firm · fact
- Psi Advisors, Llc reported RAUM $550.7M, up 32% from $417.1M (2021-07-08 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- 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)Jan 28, 2021 · Control person left · inference
- Psi Advisors, Llc reported RAUM $323.3M, up 82% from $177.8M (2018-03-30 to 2018-07-25)Jul 25, 2018 · RAUM change · derived
- Psi Advisors, Llc filed its initial SEC registration (Form ADV)Dec 6, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 727-350-3111reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/walker-wealth-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/EATON-FINANCIALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- planwithwalker.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (813)343-3860reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $72.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026