CCO · PSI Capital Management
Scott G. Smith
CRD 2123979 · Named on Form ADV at one SEC-registered adviser
At a glance
PSI Capital Management, an SEC-registered wealth manager based in Lancaster, PA with $385 million in regulatory assets, lists Scott G. Smith on its Form ADV as CCO, a control person.
Firms and roles
- PSI Capital ManagementCCOWealth manager · Lancaster, PA · $385M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory C. StaubCIO, PSI Capital Management
- Matthew C. StaubCOO, PSI Capital Management
- Vanessa M. ZookHuman Resource Officer, PSI Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.