SourcingSourcing

PSI ADVISORS, LLC

C36
CRD 285880·SEC 801-108813·TAMPA, FL
AUM
$800.9M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PSI ADVISORS, LLC
CRD
285880
SEC file #
801-108813
EIN
814230782
DBA names
—

Economics

AUM
$800.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$341.3M → $800.9M▲ +135%
Client mix
Individuals Other1,141
Individuals High Net Worth563
Corporations22
Pension Profit Sharing Plans15
Charitable Organizations4

Operations

Employees (total)
22
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
8 advisors → 12 advisors▲ +50%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
ericeatonfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EATON, ERIC, DAMIEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EATON, ERIC, DAMIEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ERICEATONFINANCIAL.COM
Rdap Domain Creation Date
2011-09-16T15:46:47Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
9
Form 5500 Total Compensation
192,581
Form 5500 Compensation Trajectory 3y
2025182,754
20269,827
Form 5500 Plan Count Trajectory 3y
20258
20261
Schedule C Total Compensation
192,581
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Cik
0001779040
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001779040-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Lpl Financial8
E*trade4
State Street1
Edgar Addresses
Mailing
13059 W. LINEBAUGH AVESUITE 102TAMPA, FL 33626
Business
13059 W. LINEBAUGH AVESUITE 102TAMPA, FL 33626
Edgar EIN
814230782
Edgar Recent Filings
13F-HR2026-05-15 · 0001779040-26-000002
13F-HR2026-02-09 · 0001779040-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T15:46:47Z
Rdap Domain Last Changed
2025-09-17T15:01:47Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2938571
Trust Company Affiliate
No

People (11)

11
EATON, ERIC, DAMIEN
IAR · Direct Owner · 87.5%
2938571
Bryan J Casale
IAR
7359698
MARK DAVID SCHEIDTER
IAR
3105699
BRANDAN STEVEN TEAGUE
IAR
5737046
JOSHUA ALAN ZIMMERMAN
IAR
6339141
Jeremy C Martin
IAR
7698530
Savannah Elaine Sevor
IAR
8148269
MARCUS ALLEN BRANDENBURG
IAR
2899667
YALE WILLIAM WALKER
IAR
5746979
Christopher Steven Ferrell
IAR
5458895
ALEXANDER LEE MISARTI
IAR
6490945